AWMT
AAFMAA Wealth Management & Trust’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
13,966
-426
| -3% | -$36.1K | 0.49% | 63 |
|
|
2025
Q1 | $1.34M | Buy |
14,392
+1,301
| +10% | +$122K | 0.61% | 57 |
|
|
2024
Q4 | $1.12M | Buy |
13,091
+328
| +3% | +$28.1K | 0.49% | 54 |
|
|
2024
Q3 | $1.12M | Buy |
12,763
+7,872
| +161% | +$691K | 0.49% | 54 |
|
|
2024
Q2 | $446K | Buy |
+4,891
| New | +$446K | 0.22% | 67 |
|