GWA
Genesis 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 | – | Sell |
-37,834
| Closed | -$3.54M | – | 64 |
|
|
2025
Q1 | $3.54M | Buy |
37,834
+1,105
| +3% | +$103K | 2.86% | 14 |
|
|
2024
Q4 | $3.15M | Buy |
+36,729
| New | +$3.15M | 2.74% | 12 |
|
|
2015
Q2 | $11.8K | Sell |
157
-700
| -82% | -$52.6K | 0.01% | 334 |
|
|
2015
Q1 | $66.5K | Buy |
857
+110
| +15% | +$8.53K | 0.06% | 165 |
|
|
2014
Q4 | $60.4K | Buy |
+747
| New | +$60.4K | 0.05% | 186 |
|