AEPWM
Atlantic Edge Private 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 | $32.2K | Hold |
380
| – | – | 0.01% | 241 |
|
|
2025
Q1 | $35.5K | Sell |
380
-182
| -32% | -$17K | 0.01% | 225 |
|
|
2024
Q4 | $48.1K | Sell |
562
-23
| -4% | -$1.97K | 0.01% | 205 |
|
|
2024
Q3 | $51.4K | Buy |
585
+130
| +29% | +$11.4K | 0.02% | 203 |
|
|
2024
Q2 | $41.5K | Sell |
455
-75
| -14% | -$6.84K | 0.01% | 205 |
|
|
2024
Q1 | $50K | Sell |
530
-250
| -32% | -$23.6K | 0.02% | 193 |
|
|
2023
Q4 | $65.4K | Buy |
+780
| New | +$65.4K | 0.03% | 171 |
|