UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-16,073
| Closed | -$1.08M | – | 112 |
|
|
2020
Q4 | $1.08M | Buy |
16,073
+1,087
| +7% | +$73.3K | 0.52% | 43 |
|
|
2020
Q3 | $960 | Buy |
14,986
+63
| +0.4% | +$4 | 0.15% | 43 |
|
|
2020
Q2 | $875K | Sell |
14,923
-12,701
| -46% | -$745K | 0.47% | 42 |
|
|
2020
Q1 | $1.51M | Buy |
27,624
+7,767
| +39% | +$423K | 0.93% | 24 |
|
|
2019
Q4 | $1.25M | Buy |
+19,857
| New | +$1.25M | 0.65% | 24 |
|