GWP
Gateway 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $856K | Buy |
10,096
+2,433
| +32% | +$206K | 0.16% | 141 |
|
|
2025
Q1 | $716K | Buy |
7,663
+1,893
| +33% | +$177K | 0.16% | 140 |
|
|
2024
Q4 | $494K | Buy |
5,770
+1,090
| +23% | +$93.4K | 0.13% | 165 |
|
|
2024
Q3 | $411K | Sell |
4,680
-230
| -5% | -$20.2K | 0.11% | 169 |
|
|
2024
Q2 | $448K | Sell |
4,910
-646
| -12% | -$58.9K | 0.14% | 159 |
|
|
2024
Q1 | $525K | Sell |
5,556
-1,287
| -19% | -$121K | 0.19% | 117 |
|
|
2023
Q4 | $574K | Sell |
6,843
-1,652
| -19% | -$139K | 0.23% | 92 |
|
|
2023
Q3 | $768K | Buy |
8,495
+102
| +1% | +$9.22K | 0.14% | 97 |
|
|
2023
Q2 | $681K | Buy |
8,393
+1,334
| +19% | +$108K | 0.12% | 103 |
|
|
2023
Q1 | $585K | Sell |
7,059
-227
| -3% | -$18.8K | 0.09% | 111 |
|
|
2022
Q4 | $637K | Buy |
+7,286
| New | +$637K | 0.11% | 86 |
|