FWA
FOCUS 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 | $3.86M | Buy |
45,532
+510
| +1% | +$43.3K | 2.01% | 16 |
|
|
2025
Q1 | $4.21M | Sell |
45,022
-149
| -0.3% | -$13.9K | 2.33% | 15 |
|
|
2024
Q4 | $3.87M | Buy |
45,171
+123
| +0.3% | +$10.5K | 2.05% | 16 |
|
|
2024
Q3 | $3.96M | Sell |
45,048
-248
| -0.5% | -$21.8K | 1.97% | 15 |
|
|
2024
Q2 | $4.13M | Buy |
45,296
+2,761
| +6% | +$252K | 2.12% | 15 |
|
|
2024
Q1 | $4.02M | Buy |
42,535
+6,787
| +19% | +$641K | 2.15% | 15 |
|
|
2023
Q4 | $3M | Buy |
35,748
+3,166
| +10% | +$265K | 1.9% | 17 |
|
|
2023
Q3 | $2.95M | Sell |
32,582
-52
| -0.2% | -$4.7K | 2.04% | 13 |
|
|
2023
Q2 | $2.65M | Sell |
32,634
-2,481
| -7% | -$201K | 1.79% | 16 |
|
|
2023
Q1 | $2.91M | Sell |
35,115
-353
| -1% | -$29.2K | 1.91% | 14 |
|
|
2022
Q4 | $3.1M | Sell |
35,468
-167
| -0.5% | -$14.6K | 2.15% | 15 |
|
|
2022
Q3 | $2.57M | Buy |
35,635
+6
| +0% | +$432 | 1.82% | 15 |
|
|
2022
Q2 | $2.55M | Buy |
+35,629
| New | +$2.55M | 1.75% | 11 |
|