USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,230
| Closed | -$319K | – | 138 |
|
|
2024
Q2 | $319K | Buy |
6,230
+12
| +0.2% | +$614 | 0.11% | 98 |
|
|
2024
Q1 | $309K | Buy |
6,218
+11
| +0.2% | +$547 | 0.12% | 111 |
|
|
2023
Q4 | $284K | Hold |
6,207
| – | – | 0.12% | 105 |
|
|
2023
Q3 | $256K | Buy |
6,207
+35
| +0.6% | +$1.44K | 0.11% | 94 |
|
|
2023
Q2 | $268K | Buy |
6,172
+19
| +0.3% | +$825 | 0.13% | 90 |
|
|
2023
Q1 | $247K | Buy |
6,153
+17
| +0.3% | +$682 | 0.12% | 103 |
|
|
2022
Q4 | $239K | Buy |
6,136
+23
| +0.4% | +$896 | 0.12% | 102 |
|
|
2022
Q3 | $220K | Buy |
6,113
+51
| +0.8% | +$1.84K | 0.11% | 107 |
|
|
2022
Q2 | $231K | Buy |
6,062
+21
| +0.3% | +$800 | 0.12% | 104 |
|
|
2022
Q1 | $273K | Buy |
6,041
+186
| +3% | +$8.41K | 0.12% | 102 |
|
|
2021
Q4 | $275K | Sell |
5,855
-1
| -0% | -$47 | 0.11% | 102 |
|
|
2021
Q3 | $259K | Buy |
5,856
+10
| +0.2% | +$442 | 0.11% | 95 |
|
|
2021
Q2 | $259K | Buy |
+5,846
| New | +$259K | 0.14% | 96 |
|
|
2019
Q4 | – | Sell |
-7,489
| Closed | -$835K | – | 88 |
|
|
2019
Q3 | $835K | Buy |
+7,489
| New | +$835K | 0.43% | 26 |
|