GWM
GDS Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-69,335
| Closed | -$6.32M | – | 175 |
|
|
2024
Q2 | $6.32M | Buy |
69,335
+5,954
| +9% | +$543K | 0.69% | 53 |
|
|
2024
Q1 | $5.98M | Buy |
63,381
+7,374
| +13% | +$696K | 0.7% | 54 |
|
|
2023
Q4 | $4.7M | Buy |
56,007
+5,407
| +11% | +$453K | 0.63% | 53 |
|
|
2023
Q3 | $4.57M | Buy |
50,600
+5,737
| +13% | +$519K | 0.72% | 45 |
|
|
2023
Q2 | $3.64M | Buy |
44,863
+4,477
| +11% | +$363K | 0.59% | 47 |
|
|
2023
Q1 | $3.35M | Buy |
40,386
+16,311
| +68% | +$1.35M | 0.59% | 47 |
|
|
2022
Q4 | $2.11M | Buy |
+24,075
| New | +$2.11M | 0.4% | 48 |
|