ACA
Affinity Capital 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 | $364K | Sell |
4,289
-5,001
| -54% | -$424K | 0.06% | 116 |
|
|
2025
Q1 | $733K | Sell |
9,290
-45,010
| -83% | -$3.55M | 0.15% | 72 |
|
|
2024
Q4 | $4.78M | Buy |
54,300
+6,273
| +13% | +$552K | 0.9% | 24 |
|
|
2024
Q3 | $4.22M | Buy |
48,027
+5,140
| +12% | +$451K | 0.82% | 26 |
|
|
2024
Q2 | $3.91M | Buy |
42,887
+5,007
| +13% | +$456K | 0.82% | 27 |
|
|
2024
Q1 | $3.58M | Buy |
37,880
+11,566
| +44% | +$1.09M | 0.8% | 29 |
|
|
2023
Q4 | $2.21M | Buy |
+26,314
| New | +$2.21M | 0.54% | 39 |
|