EWA
EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
17,584
-3,009
| -15% | -$255K | 0.07% | 204 |
|
|
2025
Q1 | $1.92M | Sell |
20,593
-1,330
| -6% | -$124K | 0.11% | 152 |
|
|
2024
Q4 | $1.88M | Buy |
21,923
+1,165
| +6% | +$99.8K | 0.11% | 156 |
|
|
2024
Q3 | $1.82M | Buy |
20,758
+7,814
| +60% | +$686K | 0.12% | 149 |
|
|
2024
Q2 | $1.21M | Buy |
12,944
+731
| +6% | +$68.1K | 0.08% | 192 |
|
|
2024
Q1 | $1.14M | Buy |
12,213
+3,399
| +39% | +$318K | 0.09% | 166 |
|
|
2023
Q4 | $739K | Sell |
8,814
-60,696
| -87% | -$5.09M | 0.07% | 197 |
|
|
2023
Q3 | $6.28M | Buy |
69,510
+1,778
| +3% | +$161K | 0.67% | 39 |
|
|
2023
Q2 | $5.5M | Sell |
67,732
-4,998
| -7% | -$406K | 0.61% | 40 |
|
|
2023
Q1 | $6.02M | Buy |
72,730
+57,577
| +380% | +$4.77M | 0.75% | 30 |
|
|
2022
Q4 | $1.33M | Buy |
15,153
+14,860
| +5,072% | +$1.3M | 0.2% | 95 |
|
|
2022
Q3 | $21K | Buy |
293
+52
| +22% | +$3.73K | ﹤0.01% | 893 |
|
|
2022
Q2 | $17K | Hold |
241
| – | – | ﹤0.01% | 884 |
|
|
2022
Q1 | $18K | Hold |
241
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $13K | Buy |
+241
| New | +$13K | ﹤0.01% | 871 |
|