BSWM
Boston Standard 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 | – | Sell |
-2,256
| Closed | -$206K | – | 49 |
|
|
2025
Q1 | $206K | Buy |
+2,256
| New | +$206K | 0.05% | 43 |
|
|
2024
Q3 | – | Sell |
-2,256
| Closed | -$206K | – | 49 |
|
|
2024
Q2 | $206K | Hold |
2,256
| – | – | 0.05% | 43 |
|
|
2024
Q1 | $213K | Hold |
2,256
| – | – | 0.05% | 43 |
|
|
2023
Q4 | $204K | Hold |
2,256
| – | – | 0.05% | 43 |
|
|
2023
Q3 | $204K | Buy |
+2,256
| New | +$204K | 0.05% | 43 |
|