CWA
Clearview 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
Q3 | – | Sell |
-2,410
| Closed | -$196K | – | 658 |
|
|
2023
Q2 | $196K | Buy |
2,410
+27
| +1% | +$2.19K | 0.2% | 113 |
|
|
2023
Q1 | $197K | Sell |
2,383
-618
| -21% | -$51.2K | 0.2% | 118 |
|
|
2022
Q4 | $263K | Sell |
3,001
-243
| -7% | -$21.3K | 0.2% | 85 |
|
|
2022
Q3 | $234K | Sell |
3,244
-8,286
| -72% | -$598K | 0.19% | 76 |
|
|
2022
Q2 | $825K | Sell |
11,530
-11,604
| -50% | -$830K | 0.62% | 28 |
|
|
2022
Q1 | $1.77M | Sell |
23,134
-2,487
| -10% | -$190K | 1.16% | 17 |
|
|
2021
Q4 | $1.42M | Buy |
25,621
+666
| +3% | +$37K | 0.87% | 25 |
|
|
2021
Q3 | $1.3M | Sell |
24,955
-1,278
| -5% | -$66.6K | 0.82% | 27 |
|
|
2021
Q2 | $1.41M | Buy |
26,233
+4,488
| +21% | +$242K | 0.87% | 23 |
|
|
2021
Q1 | $1.07M | Buy |
+21,745
| New | +$1.07M | 0.69% | 35 |
|