TVWM
Tower View 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45K | Buy |
555
+4
| +0.7% | +$324 | 0.02% | 100 |
|
2025
Q1 | $45K | Sell |
551
-14
| -2% | -$1.14K | 0.03% | 82 |
|
2024
Q4 | $44.4K | Buy |
565
+21
| +4% | +$1.65K | 0.02% | 85 |
|
2024
Q3 | $45.2K | Buy |
544
+2
| +0.4% | +$166 | 0.02% | 86 |
|
2024
Q2 | $41.5K | Buy |
542
+4
| +0.7% | +$306 | 0.02% | 87 |
|
2024
Q1 | $41.1K | Buy |
538
+54
| +11% | +$4.13K | 0.02% | 88 |
|
2023
Q4 | $35K | Buy |
484
+354
| +272% | +$25.6K | 0.02% | 89 |
|
2023
Q3 | $9K | Buy |
130
+1
| +0.8% | +$69 | 0.01% | 121 |
|
2023
Q2 | $10K | Buy |
129
+1
| +0.8% | +$78 | 0.01% | 121 |
|
2023
Q1 | $10K | Hold |
128
| – | – | 0.01% | 117 |
|
2022
Q4 | $10K | Buy |
128
+1
| +0.8% | +$78 | 0.01% | 120 |
|
2022
Q3 | $8K | Buy |
127
+1
| +0.8% | +$63 | 0.01% | 126 |
|
2022
Q2 | $9K | Buy |
126
+1
| +0.8% | +$71 | 0.01% | 122 |
|
2022
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 153 |
|
2021
Q4 | $10K | Hold |
125
| – | – | 0.01% | 156 |
|
2021
Q3 | $9K | Buy |
+125
| New | +$9K | 0.01% | 188 |
|