DWMG
DB Wealth Management Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.37K | Sell |
64
-6,598
| -99% | -$553K | ﹤0.01% | 308 |
|
|
2023
Q3 | $602K | Sell |
6,662
-3,916
| -37% | -$354K | 0.38% | 49 |
|
|
2023
Q2 | $859K | Sell |
10,578
-1,528
| -13% | -$124K | 0.53% | 41 |
|
|
2023
Q1 | $1M | Buy |
12,106
+135
| +1% | +$11.2K | 0.63% | 37 |
|
|
2022
Q4 | $1.05M | Buy |
11,971
+2,276
| +23% | +$199K | 0.68% | 36 |
|
|
2022
Q3 | $698K | Buy |
9,695
+232
| +2% | +$16.7K | 0.5% | 42 |
|
|
2022
Q2 | $677K | Buy |
9,463
+278
| +3% | +$19.9K | 0.46% | 48 |
|
|
2022
Q1 | $702K | Buy |
+9,185
| New | +$702K | 0.42% | 49 |
|