SAM
Strategic Asset Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $555K | Sell |
15,458
-2,087
| -12% | -$74.9K | 0.96% | 21 |
|
|
2022
Q2 | $668K | Hold |
17,545
| – | – | 1.07% | 16 |
|
|
2022
Q1 | $794K | Sell |
17,545
-1,715
| -9% | -$77.6K | 1.13% | 17 |
|
|
2021
Q4 | $905K | Buy |
19,260
+3,000
| +18% | +$141K | 1.26% | 15 |
|
|
2021
Q3 | $733K | Buy |
+16,260
| New | +$733K | 1.03% | 22 |
|