AWA
Aaron Wealth Advisors’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 | $229K | Hold |
2,699
| – | – | 0.02% | 431 |
|
|
2025
Q1 | $252K | Hold |
2,699
| – | – | 0.03% | 375 |
|
|
2024
Q4 | $231K | Sell |
2,699
-56
| -2% | -$4.8K | 0.03% | 394 |
|
|
2024
Q3 | $242K | Buy |
2,755
+99
| +4% | +$8.69K | 0.03% | 362 |
|
|
2024
Q2 | $242K | Hold |
2,656
| – | – | 0.03% | 272 |
|
|
2024
Q1 | $251K | Hold |
2,656
| – | – | 0.04% | 250 |
|
|
2023
Q4 | $223K | Hold |
2,656
| – | – | 0.04% | 230 |
|
|
2023
Q3 | $240K | Hold |
2,656
| – | – | 0.03% | 222 |
|
|
2023
Q2 | $216K | Hold |
2,656
| – | – | 0.03% | 239 |
|
|
2023
Q1 | $220K | Sell |
2,656
-1,308
| -33% | -$108K | 0.03% | 234 |
|
|
2022
Q4 | $347K | Buy |
+3,964
| New | +$347K | 0.05% | 181 |
|
|
2022
Q2 | – | Sell |
-55,036
| Closed | -$720K | – | 859 |
|
|
2022
Q1 | $720K | Buy |
+55,036
| New | +$720K | 0.01% | 422 |
|