TWM
Torch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $389K | Buy |
6,184
+150
| +2% | +$9.44K | 0.21% | 80 |
|
|
2019
Q3 | $371K | Hold |
6,034
| – | – | 0.22% | 80 |
|
|
2019
Q2 | $350K | Hold |
6,034
| – | – | 0.21% | 84 |
|
|
2019
Q1 | $339K | Buy |
6,034
+400
| +7% | +$22.5K | 0.21% | 84 |
|
|
2018
Q4 | $286K | Buy |
+5,634
| New | +$286K | 0.2% | 81 |
|
|
2014
Q3 | – | Sell |
-300
| Closed | -$13K | – | 237 |
|
|
2014
Q2 | $13K | Hold |
300
| – | – | 0.01% | 228 |
|
|
2014
Q1 | $13K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2013
Q4 | $13K | Buy |
+300
| New | +$13K | 0.01% | 214 |
|