AWS
AJ Wealth Strategies’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 | $30.9M | Buy |
380,509
+369,880
| +3,480% | +$30M | 1.49% | 21 |
|
|
2023
Q1 | $880K | Buy |
10,629
+629
| +6% | +$52.1K | 0.05% | 136 |
|
|
2022
Q4 | $875K | Hold |
10,000
| – | – | 0.05% | 141 |
|
|
2022
Q3 | $720K | Hold |
10,000
| – | – | 0.04% | 152 |
|
|
2022
Q2 | $715K | Hold |
10,000
| – | – | 0.04% | 155 |
|
|
2022
Q1 | $764K | Hold |
10,000
| – | – | 0.04% | 160 |
|
|
2021
Q4 | $555K | Hold |
10,000
| – | – | 0.03% | 189 |
|
|
2021
Q3 | $521K | Buy |
+10,000
| New | +$521K | 0.03% | 190 |
|