FWP
Firethorn Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,665
| Closed | -$205K | – | 135 |
|
|
2022
Q2 | $205K | Sell |
2,665
-10,098
| -79% | -$777K | 0.17% | 118 |
|
|
2022
Q1 | $976K | Sell |
12,763
-789
| -6% | -$60.3K | 0.74% | 28 |
|
|
2021
Q4 | $752K | Buy |
+13,552
| New | +$752K | 0.56% | 44 |
|
|
2021
Q2 | $908K | Buy |
16,848
+6,065
| +56% | +$327K | 0.76% | 28 |
|
|
2021
Q1 | $529K | Buy |
+10,783
| New | +$529K | 0.49% | 54 |
|