AWM
Axxcess 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 | $1.6M | Buy |
18,854
+2,935
| +18% | +$249K | 0.04% | 325 |
|
|
2025
Q1 | $1.49M | Sell |
15,919
-4,288
| -21% | -$401K | 0.04% | 310 |
|
|
2024
Q4 | $1.73M | Sell |
20,207
-26,482
| -57% | -$2.27M | 0.04% | 305 |
|
|
2024
Q3 | $4.1M | Sell |
46,689
-61,621
| -57% | -$5.41M | 0.1% | 156 |
|
|
2024
Q2 | $9.87M | Buy |
108,310
+57,240
| +112% | +$5.22M | 0.26% | 72 |
|
|
2024
Q1 | $4.82M | Buy |
51,070
+9,783
| +24% | +$924K | 0.13% | 131 |
|
|
2023
Q4 | $3.46M | Sell |
41,287
-31,623
| -43% | -$2.65M | 0.1% | 168 |
|
|
2023
Q3 | $6.59M | Buy |
72,910
+31,267
| +75% | +$2.83M | 0.22% | 90 |
|
|
2023
Q2 | $3.38M | Sell |
41,643
-13,741
| -25% | -$1.12M | 0.24% | 85 |
|
|
2023
Q1 | $4.59M | Buy |
55,384
+38,342
| +225% | +$3.18M | 0.35% | 66 |
|
|
2022
Q4 | $1.49M | Sell |
17,042
-3,970
| -19% | -$347K | 0.12% | 161 |
|
|
2022
Q3 | $1.51M | Sell |
21,012
-22,774
| -52% | -$1.64M | 0.14% | 139 |
|
|
2022
Q2 | $3.13M | Buy |
43,786
+7,626
| +21% | +$545K | 0.29% | 76 |
|
|
2022
Q1 | $2.76M | Sell |
36,160
-5,187
| -13% | -$396K | 0.22% | 91 |
|
|
2021
Q4 | $2.3M | Buy |
+41,347
| New | +$2.3M | 0.17% | 108 |
|