AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,848
| Closed | -$337K | – | 200 |
|
|
2022
Q4 | $337K | Sell |
3,848
-441
| -10% | -$38.6K | 0.29% | 60 |
|
|
2022
Q3 | $309K | Sell |
4,289
-1,231
| -22% | -$88.7K | 0.29% | 60 |
|
|
2022
Q2 | $395K | Buy |
5,520
+606
| +12% | +$43.4K | 0.36% | 49 |
|
|
2022
Q1 | $376K | Buy |
4,914
+1,118
| +29% | +$85.5K | 0.3% | 56 |
|
|
2021
Q4 | $211K | Buy |
+3,796
| New | +$211K | 0.17% | 81 |
|