GWA
GGM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,547
| Closed | -$224K | – | 161 |
|
|
2024
Q3 | $224K | Sell |
2,547
-1,912
| -43% | -$168K | 0.1% | 134 |
|
|
2024
Q2 | $406K | Buy |
4,459
+458
| +11% | +$41.7K | 0.19% | 85 |
|
|
2024
Q1 | $390K | Buy |
4,001
+31
| +0.8% | +$3.02K | 0.18% | 86 |
|
|
2023
Q4 | $335K | Buy |
3,970
+37
| +0.9% | +$3.12K | 0.14% | 106 |
|
|
2023
Q3 | $356K | Buy |
3,933
+28
| +0.7% | +$2.53K | 0.15% | 92 |
|
|
2023
Q2 | $325K | Buy |
+3,905
| New | +$325K | 0.13% | 104 |
|
|
2023
Q1 | – | Sell |
-3,832
| Closed | -$336K | – | 136 |
|
|
2022
Q4 | $336K | Buy |
3,832
+39
| +1% | +$3.42K | 0.17% | 91 |
|
|
2022
Q3 | $331K | Buy |
+3,793
| New | +$331K | 0.18% | 96 |
|
|
2022
Q1 | – | Sell |
-3,729
| Closed | -$235K | – | 147 |
|
|
2021
Q4 | $235K | Buy |
3,729
+20
| +0.5% | +$1.26K | 0.19% | 87 |
|
|
2021
Q3 | $218K | Buy |
+3,709
| New | +$218K | 0.17% | 87 |
|