WWM
Wagner 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 | $6.88K | Buy |
+85
| New | +$6.88K | ﹤0.01% | 205 |
|
|
2023
Q4 | – | Sell |
-68
| Closed | -$4.68K | – | 237 |
|
|
2023
Q3 | $4.68K | Hold |
68
| – | – | ﹤0.01% | 185 |
|
|
2023
Q2 | $5.04K | Buy |
+68
| New | +$5.04K | ﹤0.01% | 188 |
|
|
2023
Q1 | – | Sell |
-67
| Closed | -$5K | – | 246 |
|
|
2022
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 197 |
|
|
2022
Q3 | $4K | Hold |
67
| – | – | ﹤0.01% | 565 |
|
|
2022
Q2 | $5K | Sell |
67
-67
| -50% | -$5K | ﹤0.01% | 537 |
|
|
2022
Q1 | $10K | Buy |
134
+67
| +100% | +$5K | 0.01% | 184 |
|
|
2021
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 584 |
|
|
2021
Q1 | $5K | Hold |
67
| – | – | ﹤0.01% | 551 |
|
|
2020
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 195 |
|
|
2018
Q3 | $105K | Buy |
1,942
+475
| +32% | +$25.7K | 0.07% | 190 |
|
|
2018
Q2 | $76K | Buy |
1,467
+1,400
| +2,090% | +$72.5K | 0.05% | 200 |
|
|
2018
Q1 | $4K | Hold |
67
| – | – | ﹤0.01% | 448 |
|
|
2017
Q4 | $4K | Buy |
+67
| New | +$4K | ﹤0.01% | 571 |
|