FGA
Fortis Group 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 | $5.5M | Buy |
63,058
+49,914
| +380% | +$4.35M | 1% | 23 |
|
|
2025
Q1 | $1.23M | Sell |
13,144
-85,950
| -87% | -$8.03M | 0.24% | 99 |
|
|
2024
Q4 | $8.49M | Buy |
99,094
+11,134
| +13% | +$954K | 1.58% | 17 |
|
|
2024
Q3 | $7.72M | Buy |
87,960
+64,629
| +277% | +$5.67M | 1.43% | 23 |
|
|
2024
Q2 | $2.13M | Sell |
23,331
-28,026
| -55% | -$2.55M | 0.42% | 54 |
|
|
2024
Q1 | $4.85M | Buy |
51,357
+41,961
| +447% | +$3.96M | 0.89% | 36 |
|
|
2023
Q4 | $785K | Buy |
9,396
+3,250
| +53% | +$271K | 0.19% | 56 |
|
|
2023
Q3 | $534K | Buy |
+6,146
| New | +$534K | 0.16% | 64 |
|
|
2023
Q2 | – | Sell |
-2,442
| Closed | -$208K | – | 143 |
|
|
2023
Q1 | $208K | Buy |
+2,442
| New | +$208K | 0.06% | 120 |
|
|
2020
Q3 | $97K | Buy |
+3,250
| New | +$97K | 0.02% | 198 |
|