TWMH
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Tiedemann Wealth Management Holdings’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
$568K Sell
10,331
-49,143
-83% -$2.7M 21.16% 2
2017
Q1
$3.25M Sell
59,474
-35,057
-37% -$1.91M 13.09% 4
2016
Q4
$4.89M Buy
+94,531
New +$4.89M 10.88% 3