WFWM
Wechter Feldman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-83,544
| Closed | -$5.71M | – | 27 |
|
|
2021
Q1 | $5.71M | Sell |
83,544
-114,720
| -58% | -$7.84M | 4.21% | 8 |
|
|
2020
Q4 | $13.4M | Sell |
198,264
-5,077
| -2% | -$342K | 9.89% | 5 |
|
|
2020
Q3 | $13M | Buy |
203,341
+92,218
| +83% | +$5.91M | 10.23% | 5 |
|
|
2020
Q2 | $6.52M | Buy |
111,123
+28,882
| +35% | +$1.69M | 5.91% | 7 |
|
|
2020
Q1 | $4.48M | Sell |
82,241
-228,626
| -74% | -$12.5M | 10.94% | 3 |
|
|
2019
Q4 | $19.6M | Sell |
310,867
-856
| -0.3% | -$53.9K | 13.05% | 3 |
|
|
2019
Q3 | $19.1M | Buy |
311,723
+8,254
| +3% | +$507K | 12.08% | 3 |
|
|
2019
Q2 | $17.6M | Sell |
303,469
-6,620
| -2% | -$384K | 11.67% | 3 |
|
|
2019
Q1 | $17.4M | Buy |
310,089
+58,330
| +23% | +$3.27M | 11.36% | 3 |
|
|
2018
Q4 | $12.8M | Buy |
+251,759
| New | +$12.8M | 12.3% | 3 |
|
|
2017
Q1 | – | Sell |
-4,990
| Closed | -$258K | – | 36 |
|
|
2016
Q4 | $258K | Buy |
+4,990
| New | +$258K | 0.17% | 26 |
|