ECA
Elevated Capital Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,532
| Closed | -$994K | – | 251 |
|
|
2024
Q1 | $994K | Buy |
10,532
+3,621
| +52% | +$342K | 0.28% | 90 |
|
|
2023
Q4 | $579K | Buy |
6,911
+3,398
| +97% | +$285K | 0.18% | 122 |
|
|
2023
Q3 | $318K | Buy |
3,513
+844
| +32% | +$76.3K | 0.11% | 148 |
|
|
2023
Q2 | $217K | Buy |
+2,669
| New | +$217K | 0.07% | 172 |
|
|
2022
Q1 | $436K | Buy |
+5,701
| New | +$436K | 0.14% | 142 |
|