AWM
Aries Wealth Management’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 | $572K | Sell |
6,744
-1,567
| -19% | -$133K | 0.15% | 129 |
|
|
2025
Q1 | $777K | Buy |
8,311
+1,054
| +15% | +$98.5K | 0.21% | 104 |
|
|
2024
Q4 | $622K | Buy |
7,257
+1,023
| +16% | +$87.6K | 0.17% | 123 |
|
|
2024
Q3 | $547K | Buy |
6,234
+190
| +3% | +$16.7K | 0.15% | 127 |
|
|
2024
Q2 | $551K | Buy |
6,044
+3,526
| +140% | +$321K | 0.17% | 114 |
|
|
2024
Q1 | $238K | Buy |
+2,518
| New | +$238K | 0.08% | 188 |
|
|
2022
Q1 | – | Sell |
-11,763
| Closed | -$653K | – | 232 |
|
|
2021
Q4 | $653K | Sell |
11,763
-250
| -2% | -$13.9K | 0.25% | 92 |
|
|
2021
Q3 | $626K | Hold |
12,013
| – | – | 0.26% | 88 |
|
|
2021
Q2 | $647K | Hold |
12,013
| – | – | 0.28% | 84 |
|
|
2021
Q1 | $591K | Buy |
12,013
+140
| +1% | +$6.89K | 0.27% | 86 |
|
|
2020
Q4 | $492K | Sell |
11,873
-541
| -4% | -$22.4K | 0.25% | 92 |
|
|
2020
Q3 | $372K | Buy |
+12,414
| New | +$372K | 0.21% | 101 |
|
|
2020
Q1 | – | Sell |
-4,172
| Closed | -$254K | – | 158 |
|
|
2019
Q4 | $254K | Hold |
4,172
| – | – | 0.16% | 127 |
|
|
2019
Q3 | $242K | Sell |
4,172
-21
| -0.5% | -$1.22K | 0.16% | 124 |
|
|
2019
Q2 | $265K | Buy |
+4,193
| New | +$265K | 0.19% | 118 |
|