AP
Appleton Partners’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
3,621
-42
| -1% | -$2.81K | 0.02% | 231 |
|
|
2025
Q1 | $220K | Sell |
3,663
-117
| -3% | -$7.03K | 0.02% | 231 |
|
|
2024
Q4 | $239K | Buy |
3,780
+20
| +0.5% | +$1.27K | 0.02% | 233 |
|
|
2024
Q3 | $233K | Hold |
3,760
| – | – | 0.02% | 244 |
|
|
2024
Q2 | $220K | Buy |
3,760
+1,880
| +100% | +$110K | 0.02% | 248 |
|
|
2024
Q1 | $211K | Buy |
+1,880
| New | +$211K | 0.02% | 265 |
|