WMS
Wealth Management Solutions’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,785
| Closed | -$207K | – | 87 |
|
|
2023
Q2 | $207K | Sell |
2,785
-152
| -5% | -$11.3K | 0.13% | 77 |
|
|
2023
Q1 | $219K | Buy |
2,937
+1
| +0% | +$75 | 0.13% | 80 |
|
|
2022
Q4 | $219K | Sell |
2,936
-463
| -14% | -$34.5K | 0.12% | 79 |
|
|
2022
Q3 | $227K | Sell |
3,399
-121
| -3% | -$8.08K | 0.13% | 72 |
|
|
2022
Q2 | $254K | Sell |
3,520
-740
| -17% | -$53.4K | 0.14% | 75 |
|
|
2022
Q1 | $323K | Sell |
4,260
-913
| -18% | -$69.2K | 0.17% | 80 |
|
|
2021
Q4 | $399K | Buy |
+5,173
| New | +$399K | 0.21% | 74 |
|