GWSA
Global Wealth Strategies & Associates’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 | $126K | Sell |
1,491
-400
| -21% | -$33.9K | 0.04% | 65 |
|
|
2025
Q1 | $177K | Sell |
1,891
-8,617
| -82% | -$805K | 0.05% | 56 |
|
|
2024
Q4 | $900K | Sell |
10,508
-2,991
| -22% | -$256K | 0.28% | 25 |
|
|
2024
Q3 | $1.19M | Sell |
13,499
-29,799
| -69% | -$2.62M | 0.39% | 21 |
|
|
2024
Q2 | $3.95M | Buy |
43,298
+1,530
| +4% | +$139K | 1.42% | 14 |
|
|
2024
Q1 | $3.94M | Buy |
41,768
+1,825
| +5% | +$172K | 1.48% | 14 |
|
|
2023
Q4 | $3.35M | Buy |
39,943
+1,613
| +4% | +$135K | 1.39% | 13 |
|
|
2023
Q3 | $3.46M | Sell |
38,330
-3,216
| -8% | -$291K | 1.62% | 18 |
|
|
2023
Q2 | $3.37M | Buy |
41,546
+2,397
| +6% | +$195K | 1.58% | 18 |
|
|
2023
Q1 | $3.24M | Buy |
39,149
+2,820
| +8% | +$234K | 1.67% | 18 |
|
|
2022
Q4 | $3.18M | Buy |
+36,329
| New | +$3.18M | 1.84% | 19 |
|