AGA
Accuvest Global Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,773
| Closed | -$313K | – | 150 |
|
|
2023
Q1 | $313K | Sell |
3,773
-48,237
| -93% | -$4M | 0.14% | 101 |
|
|
2022
Q4 | $4.55M | Buy |
52,010
+18,239
| +54% | +$1.6M | 1.51% | 18 |
|
|
2022
Q3 | $2.43M | Buy |
33,771
+32
| +0.1% | +$2.3K | 1.66% | 16 |
|
|
2022
Q2 | $2.41M | Sell |
33,739
-5,968
| -15% | -$427K | 1.55% | 20 |
|
|
2022
Q1 | $3.04M | Buy |
+39,707
| New | +$3.04M | 1.52% | 25 |
|
|
2021
Q3 | – | Sell |
-104,218
| Closed | -$5.61M | – | 130 |
|
|
2021
Q2 | $5.61M | Sell |
104,218
-18,655
| -15% | -$1M | 2.82% | 11 |
|
|
2021
Q1 | $6.03M | Buy |
+122,873
| New | +$6.03M | 3.23% | 4 |
|
|
2015
Q1 | – | Sell |
-12,000
| Closed | -$950K | – | 90 |
|
|
2014
Q4 | $950K | Buy |
+12,000
| New | +$950K | 0.2% | 57 |
|