WDG
Wealth Dimensions Group’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 | $206K | Hold |
2,550
| – | – | 0.05% | 167 |
|
|
2025
Q1 | $208K | Hold |
2,550
| – | – | 0.05% | 155 |
|
|
2024
Q4 | $200K | Hold |
2,550
| – | – | 0.05% | 151 |
|
|
2024
Q3 | $212K | Buy |
+2,550
| New | +$212K | 0.05% | 144 |
|
|
2022
Q3 | – | Sell |
-2,803
| Closed | -$202K | – | 127 |
|
|
2022
Q2 | $202K | Buy |
2,803
+3
| +0.1% | +$216 | 0.1% | 124 |
|
|
2022
Q1 | $212K | Hold |
2,800
| – | – | 0.1% | 125 |
|
|
2021
Q4 | $216K | Buy |
+2,800
| New | +$216K | 0.11% | 125 |
|