BWA
BDO Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.9M | Sell |
23,421
-364
| -2% | -$29.5K | 0.22% | 95 |
|
|
2023
Q1 | $1.97M | Buy |
23,785
+6,569
| +38% | +$544K | 0.24% | 86 |
|
|
2022
Q4 | $1.51M | Sell |
17,216
-1,314
| -7% | -$115K | 0.19% | 105 |
|
|
2022
Q3 | $1.34M | Sell |
18,530
-1,287
| -6% | -$92.7K | 0.18% | 110 |
|
|
2022
Q2 | $1.42M | Sell |
19,817
-1,615
| -8% | -$115K | 0.17% | 108 |
|
|
2022
Q1 | $1.64M | Sell |
21,432
-772
| -3% | -$59K | 0.17% | 101 |
|
|
2021
Q4 | $1.23M | Sell |
22,204
-2,402
| -10% | -$133K | 0.13% | 122 |
|
|
2021
Q3 | $1.28M | Sell |
24,606
-1,034
| -4% | -$53.9K | 0.14% | 115 |
|
|
2021
Q2 | $1.38M | Sell |
25,640
-1,565
| -6% | -$84.3K | 0.15% | 112 |
|
|
2021
Q1 | $1.34M | Buy |
27,205
+26,100
| +2,362% | +$1.28M | 0.16% | 110 |
|
|
2020
Q4 | $42K | Sell |
1,105
-580
| -34% | -$22K | 0.01% | 374 |
|
|
2020
Q3 | $50K | Buy |
1,685
+520
| +45% | +$15.4K | 0.01% | 332 |
|
|
2020
Q2 | $44K | Buy |
1,165
+60
| +5% | +$2.27K | 0.01% | 344 |
|
|
2020
Q1 | $32K | Sell |
1,105
-751
| -40% | -$21.7K | 0.01% | 382 |
|
|
2019
Q4 | $111K | Sell |
1,856
-47
| -2% | -$2.81K | 0.03% | 240 |
|
|
2019
Q3 | $113K | Buy |
1,903
+557
| +41% | +$33.1K | 0.03% | 241 |
|
|
2019
Q2 | $86K | Sell |
1,346
-1,092
| -45% | -$69.8K | 0.02% | 257 |
|
|
2019
Q1 | $161K | Sell |
2,438
-20
| -0.8% | -$1.32K | 0.05% | 186 |
|
|
2018
Q4 | $141K | Sell |
2,458
-1,492
| -38% | -$85.6K | 0.05% | 182 |
|
|
2018
Q3 | $299K | Hold |
3,950
| – | – | 0.1% | 123 |
|
|
2018
Q2 | $300K | Buy |
3,950
+1,699
| +75% | +$129K | 0.1% | 121 |
|
|
2018
Q1 | $152K | Sell |
2,251
-410
| -15% | -$27.7K | 0.06% | 146 |
|
|
2017
Q4 | $192K | Buy |
2,661
+150
| +6% | +$10.8K | 0.09% | 113 |
|
|
2017
Q3 | $172K | Sell |
2,511
-325
| -11% | -$22.3K | 0.09% | 111 |
|
|
2017
Q2 | $184K | Buy |
+2,836
| New | +$184K | 0.08% | 131 |
|