EWM
Evermay 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 | $186K | Sell |
2,190
-23
| -1% | -$1.95K | 0.02% | 202 |
|
|
2025
Q1 | $207K | Sell |
2,213
-100
| -4% | -$9.35K | 0.03% | 183 |
|
|
2024
Q4 | $198K | Sell |
2,313
-356
| -13% | -$30.5K | 0.03% | 195 |
|
|
2024
Q3 | $234K | Sell |
2,669
-21
| -0.8% | -$1.84K | 0.04% | 184 |
|
|
2024
Q2 | $245K | Hold |
2,690
| – | – | 0.04% | 178 |
|
|
2024
Q1 | $254K | Buy |
2,690
+170
| +7% | +$16.1K | 0.04% | 176 |
|
|
2023
Q4 | $211K | Sell |
2,520
-400
| -14% | -$33.5K | 0.04% | 176 |
|
|
2023
Q3 | $264K | Hold |
2,920
| – | – | 0.05% | 146 |
|
|
2023
Q2 | $237K | Sell |
2,920
-79
| -3% | -$6.41K | 0.05% | 161 |
|
|
2023
Q1 | $248K | Buy |
2,999
+261
| +10% | +$21.6K | 0.05% | 152 |
|
|
2022
Q4 | $239K | Buy |
2,738
+3
| +0.1% | +$262 | 0.05% | 152 |
|
|
2022
Q3 | $197K | Buy |
2,735
+300
| +12% | +$21.6K | 0.04% | 163 |
|
|
2022
Q2 | $174K | Buy |
2,435
+1,596
| +190% | +$114K | 0.03% | 173 |
|
|
2022
Q1 | $64K | Buy |
+839
| New | +$64K | 0.01% | 281 |
|