QWM
Quadcap 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 | $422K | Hold |
5,207
| – | – | 0.05% | 279 |
|
2025
Q1 | $425K | Hold |
5,207
| – | – | 0.06% | 263 |
|
2024
Q4 | $409K | Hold |
5,207
| – | – | 0.06% | 270 |
|
2024
Q3 | $432K | Buy |
5,207
+1,745
| +50% | +$145K | 0.07% | 266 |
|
2024
Q2 | $265K | Hold |
3,462
| – | – | 0.05% | 322 |
|
2024
Q1 | $264K | Sell |
3,462
-7
| -0.2% | -$535 | 0.06% | 283 |
|
2023
Q4 | $250K | Buy |
+3,469
| New | +$250K | 0.06% | 283 |
|