SWM
Selective 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
Q4 | – | Sell |
-3
| Closed | – | – | 746 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 839 |
|
|
2021
Q2 | – | Sell |
-965
| Closed | -$66K | – | 558 |
|
|
2021
Q1 | $66K | Sell |
965
-2,371
| -71% | -$162K | 0.06% | 110 |
|
|
2020
Q4 | $225K | Buy |
3,336
+48
| +1% | +$3.24K | 0.15% | 55 |
|
|
2020
Q3 | $211K | Hold |
3,288
| – | – | 0.17% | 46 |
|
|
2020
Q2 | $193K | Hold |
3,288
| – | – | 0.16% | 49 |
|
|
2020
Q1 | $179K | Hold |
3,288
| – | – | 0.28% | 20 |
|
|
2019
Q4 | $207K | Hold |
3,288
| – | – | 0.25% | 28 |
|
|
2019
Q3 | $202K | Buy |
+3,288
| New | +$202K | 0.28% | 31 |
|
|
2018
Q3 | $177K | Buy |
+3,288
| New | +$177K | 2.12% | 16 |
|