SWM
Segment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-111,370
| Closed | -$8.04M | – | 223 |
|
|
2022
Q2 | $8.04M | Buy |
111,370
+1,200
| +1% | +$86.6K | 1.02% | 46 |
|
|
2022
Q1 | $8.36M | Buy |
110,170
+1,524
| +1% | +$116K | 0.86% | 48 |
|
|
2021
Q4 | $8.38M | Buy |
108,646
+1,885
| +2% | +$145K | 0.88% | 47 |
|
|
2021
Q3 | $7.35M | Buy |
+106,761
| New | +$7.35M | 0.87% | 48 |
|