WWM
WT 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
Q1 | $6.65M | Buy |
81,442
+4,528
| +6% | +$370K | 2.16% | 13 |
|
|
2024
Q4 | $6.05M | Buy |
76,914
+3,267
| +4% | +$257K | 1.9% | 15 |
|
|
2024
Q3 | $6.06M | Buy |
73,647
+14,217
| +24% | +$1.17M | 1.94% | 17 |
|
|
2024
Q2 | $4.55M | Sell |
59,430
-691
| -1% | -$52.9K | 1.55% | 19 |
|
|
2024
Q1 | $4.59M | Buy |
60,121
+3,668
| +6% | +$280K | 1.64% | 16 |
|
|
2023
Q4 | $4.07M | Buy |
+56,453
| New | +$4.07M | 1.61% | 17 |
|
|
2023
Q2 | – | Sell |
-36,619
| Closed | -$2.74M | – | 116 |
|
|
2023
Q1 | $2.74M | Sell |
36,619
-15,494
| -30% | -$1.16M | 1.18% | 21 |
|
|
2022
Q4 | $3.89M | Buy |
+52,113
| New | +$3.89M | 1.89% | 14 |
|
|
2022
Q3 | – | Sell |
-4,631
| Closed | -$334K | – | 107 |
|
|
2022
Q2 | $334K | Buy |
4,631
+631
| +16% | +$45.5K | 0.16% | 91 |
|
|
2022
Q1 | $304K | Sell |
4,000
-330
| -8% | -$25.1K | 0.12% | 97 |
|
|
2021
Q4 | $334K | Buy |
4,330
+61
| +1% | +$4.71K | 0.12% | 101 |
|
|
2021
Q3 | $294K | Buy |
+4,269
| New | +$294K | 0.11% | 105 |
|