BWM
BCS 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 | $243K | Buy |
2,861
+101
| +4% | +$8.58K | 0.05% | 228 |
|
|
2025
Q1 | $258K | Hold |
2,760
| – | – | 0.07% | 212 |
|
|
2024
Q4 | $236K | Sell |
2,760
-10
| -0.4% | -$855 | 0.06% | 227 |
|
|
2024
Q3 | $243K | Buy |
2,770
+158
| +6% | +$13.9K | 0.1% | 146 |
|
|
2024
Q2 | $238K | Hold |
2,612
| – | – | 0.12% | 139 |
|
|
2024
Q1 | $247K | Hold |
2,612
| – | – | 0.08% | 207 |
|
|
2023
Q4 | $219K | Hold |
2,612
| – | – | 0.08% | 207 |
|
|
2023
Q3 | $236K | Sell |
2,612
-288
| -10% | -$26K | 0.1% | 175 |
|
|
2023
Q2 | $235K | Hold |
2,900
| – | – | 0.17% | 101 |
|
|
2023
Q1 | $240K | Buy |
2,900
+250
| +9% | +$20.7K | 0.11% | 139 |
|
|
2022
Q4 | $232K | Buy |
+2,650
| New | +$232K | 0.1% | 172 |
|
|
2022
Q2 | – | Sell |
-2,650
| Closed | -$203K | – | 196 |
|
|
2022
Q1 | $203K | Buy |
+2,650
| New | +$203K | 0.08% | 184 |
|