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Walkner Condon Financial Advisors’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,526
Closed -$213K 222
2021
Q4
$213K Buy
+4,526
New +$213K 0.14% 114
2021
Q3
Sell
-5,025
Closed -$223K 182
2021
Q2
$223K Buy
+5,025
New +$223K 0.08% 155