PWS
Precision Wealth Strategies’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,978
| Closed | -$443K | – | 108 |
|
|
2023
Q2 | $443K | Sell |
5,978
-409
| -6% | -$30.3K | 0.73% | 30 |
|
|
2023
Q1 | $477K | Sell |
6,387
-12,416
| -66% | -$928K | 0.75% | 27 |
|
|
2022
Q4 | $1.4M | Sell |
18,803
-4,495
| -19% | -$335K | 1.46% | 11 |
|
|
2022
Q3 | $1.63M | Buy |
23,298
+1,843
| +9% | +$129K | 1.44% | 13 |
|
|
2022
Q2 | $1.56M | Buy |
21,455
+3,682
| +21% | +$267K | 1.23% | 13 |
|
|
2022
Q1 | $1.35M | Sell |
17,773
-176
| -1% | -$13.4K | 0.8% | 18 |
|
|
2021
Q4 | $1.38M | Buy |
+17,949
| New | +$1.38M | 1% | 18 |
|