APW
Acima Private Wealth’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 | $34.6K | Sell |
408
-604
| -60% | -$51.2K | 0.01% | 154 |
|
|
2025
Q1 | $94.6K | Sell |
1,012
-3,910
| -79% | -$365K | 0.03% | 137 |
|
|
2024
Q4 | $422K | Hold |
4,922
| – | – | 0.14% | 83 |
|
|
2024
Q3 | $432K | Hold |
4,922
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $449K | Hold |
4,922
| – | – | 0.16% | 81 |
|
|
2024
Q1 | $465K | Hold |
4,922
| – | – | 0.17% | 84 |
|
|
2023
Q4 | $413K | Hold |
4,922
| – | – | 0.16% | 89 |
|
|
2023
Q3 | $445K | Hold |
4,922
| – | – | 0.2% | 88 |
|
|
2023
Q2 | $400K | Hold |
4,922
| – | – | 0.19% | 91 |
|
|
2023
Q1 | $408K | Hold |
4,922
| – | – | 0.2% | 91 |
|
|
2022
Q4 | $431K | Sell |
4,922
-625
| -11% | -$54.7K | 0.22% | 85 |
|
|
2022
Q3 | $399K | Hold |
5,547
| – | – | 0.21% | 82 |
|
|
2022
Q2 | $397K | Sell |
5,547
-111
| -2% | -$7.94K | 0.2% | 86 |
|
|
2022
Q1 | $432K | Sell |
5,658
-190
| -3% | -$14.5K | 0.2% | 94 |
|
|
2021
Q4 | $325K | Sell |
5,848
-131
| -2% | -$7.28K | 0.14% | 109 |
|
|
2021
Q3 | $311K | Sell |
5,979
-331
| -5% | -$17.2K | 0.14% | 103 |
|
|
2021
Q2 | $340K | Hold |
6,310
| – | – | 0.16% | 97 |
|
|
2021
Q1 | $310K | Hold |
6,310
| – | – | 0.15% | 102 |
|
|
2020
Q4 | $239K | Sell |
6,310
-964
| -13% | -$36.5K | 0.12% | 110 |
|
|
2020
Q3 | $218K | Buy |
7,274
+4,538
| +166% | +$136K | 0.13% | 105 |
|
|
2020
Q2 | $104K | Sell |
2,736
-24,392
| -90% | -$927K | 0.07% | 141 |
|
|
2020
Q1 | $788K | Sell |
27,128
-11,258
| -29% | -$327K | 0.61% | 47 |
|
|
2019
Q4 | $2.31M | Buy |
38,386
+626
| +2% | +$37.6K | 1.59% | 15 |
|
|
2019
Q3 | $2.24M | Buy |
37,760
+27,417
| +265% | +$1.62M | 1.71% | 14 |
|
|
2019
Q2 | $659K | Buy |
10,343
+1,141
| +12% | +$72.7K | 0.52% | 49 |
|
|
2019
Q1 | $608K | Buy |
9,202
+2,959
| +47% | +$196K | 0.52% | 51 |
|
|
2018
Q4 | $358K | Buy |
+6,243
| New | +$358K | 0.35% | 70 |
|