BA
Bellwether Advisors’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 | $8.91K | Buy |
+105
| New | +$8.91K | ﹤0.01% | 382 |
|
|
2023
Q2 | – | Sell |
-500
| Closed | -$41.4K | – | 478 |
|
|
2023
Q1 | $41.4K | Buy |
+500
| New | +$41.4K | 0.01% | 201 |
|
|
2022
Q4 | – | Sell |
-27,868
| Closed | -$2.01M | – | 610 |
|
|
2022
Q3 | $2.01M | Sell |
27,868
-1,486
| -5% | -$107K | 0.66% | 40 |
|
|
2022
Q2 | $2.1M | Buy |
29,354
+1,747
| +6% | +$125K | 0.68% | 38 |
|
|
2022
Q1 | $2.11M | Sell |
27,607
-146,730
| -84% | -$11.2M | 0.63% | 36 |
|
|
2021
Q4 | $9.68M | Buy |
+174,337
| New | +$9.68M | 3.01% | 6 |
|