AWAG
ARS Wealth Advisors Group’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 | $251K | Sell |
2,960
-200
| -6% | -$17K | 0.03% | 153 |
|
|
2025
Q1 | $295K | Sell |
3,160
-90
| -3% | -$8.41K | 0.04% | 121 |
|
|
2024
Q4 | $278K | Sell |
3,250
-299
| -8% | -$25.6K | 0.04% | 129 |
|
|
2024
Q3 | $312K | Buy |
3,549
+283
| +9% | +$24.9K | 0.04% | 130 |
|
|
2024
Q2 | $298K | Sell |
3,266
-3
| -0.1% | -$273 | 0.04% | 126 |
|
|
2024
Q1 | $309K | Buy |
3,269
+680
| +26% | +$64.2K | 0.04% | 124 |
|
|
2023
Q4 | $217K | Buy |
+2,589
| New | +$217K | 0.03% | 147 |
|