Total Clarity Wealth Management’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,851
| Closed | -$70K | – | 992 |
|
2022
Q2 | $70K | Buy |
+1,851
| New | +$70K | 0.04% | 363 |
|
2022
Q1 | – | Sell |
-3,848
| Closed | -$181K | – | 932 |
|
2021
Q4 | $181K | Hold |
3,848
| – | – | 0.08% | 227 |
|
2021
Q3 | $170K | Buy |
+3,848
| New | +$170K | 0.08% | 232 |
|
2021
Q2 | – | Sell |
-1,564
| Closed | -$64K | – | 761 |
|
2021
Q1 | $64K | Buy |
+1,564
| New | +$64K | 0.04% | 303 |
|
2020
Q1 | – | Sell |
-1,028
| Closed | -$35K | – | 641 |
|
2019
Q4 | $35K | Buy |
+1,028
| New | +$35K | 0.03% | 320 |
|