BOSSRA
B.O.S.S. Retirement Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,411
| Closed | -$387K | – | 298 |
|
|
2024
Q3 | $387K | Buy |
4,411
+712
| +19% | +$62.5K | 0.08% | 166 |
|
|
2024
Q2 | $337K | Buy |
3,699
+375
| +11% | +$34.2K | 0.09% | 143 |
|
|
2024
Q1 | $279K | Sell |
3,324
-632
| -16% | -$53K | 0.11% | 112 |
|
|
2023
Q4 | $332K | Buy |
3,956
+307
| +8% | +$25.7K | 0.06% | 201 |
|
|
2023
Q3 | $330K | Sell |
3,649
-362
| -9% | -$32.7K | 0.07% | 199 |
|
|
2023
Q2 | $326K | Sell |
4,011
-29
| -0.7% | -$2.35K | 0.07% | 194 |
|
|
2023
Q1 | $335K | Sell |
4,040
-1,329
| -25% | -$110K | 0.08% | 184 |
|
|
2022
Q4 | $470K | Buy |
+5,369
| New | +$470K | 0.12% | 169 |
|