FSWA
Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-400
| Closed | -$37.8K | – | 487 |
|
|
2024
Q1 | $37.8K | Hold |
400
| – | – | 0.01% | 149 |
|
|
2023
Q4 | $35K | Hold |
400
| – | – | 0.01% | 109 |
|
|
2023
Q3 | $36.2K | Hold |
400
| – | – | 0.01% | 135 |
|
|
2023
Q2 | $32.5K | Hold |
400
| – | – | ﹤0.01% | 133 |
|
|
2023
Q1 | $33.1K | Hold |
400
| – | – | ﹤0.01% | 137 |
|
|
2022
Q4 | $35K | Sell |
400
-123
| -24% | -$10.8K | 0.01% | 109 |
|
|
2022
Q3 | $37.7K | Hold |
523
| – | – | 0.01% | 102 |
|
|
2022
Q2 | $37.4K | Buy |
+523
| New | +$37.4K | 0.01% | 112 |
|