PWM
Purus Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.03M | Sell |
12,731
-12
| -0.1% | -$972 | 0.36% | 56 |
|
2025
Q1 | $1.04M | Sell |
12,743
-246
| -2% | -$20.1K | 0.44% | 51 |
|
2024
Q4 | $1.02M | Buy |
12,989
+7,484
| +136% | +$588K | 0.4% | 52 |
|
2024
Q3 | $457K | Buy |
5,505
+273
| +5% | +$22.7K | 0.19% | 72 |
|
2024
Q2 | $401K | Buy |
5,232
+227
| +5% | +$17.4K | 0.18% | 73 |
|
2024
Q1 | $382K | Sell |
5,005
-114
| -2% | -$8.71K | 0.19% | 72 |
|
2023
Q4 | $369K | Buy |
5,119
+25
| +0.5% | +$1.8K | 0.21% | 75 |
|
2023
Q3 | $351K | Buy |
5,094
+34
| +0.7% | +$2.34K | 0.24% | 75 |
|
2023
Q2 | $375K | Buy |
+5,060
| New | +$375K | 0.24% | 76 |
|