GWSG
GPS Wealth Strategies Group’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 | $1.08M | Sell |
12,758
-6,056
| -32% | -$514K | 0.12% | 101 |
|
|
2025
Q1 | $1.76M | Sell |
18,814
-8,898
| -32% | -$832K | 0.24% | 66 |
|
|
2024
Q4 | $2.37M | Sell |
27,712
-2,663
| -9% | -$228K | 0.3% | 54 |
|
|
2024
Q3 | $2.67M | Buy |
30,375
+5,730
| +23% | +$503K | 0.36% | 47 |
|
|
2024
Q2 | $2.25M | Buy |
24,645
+6,659
| +37% | +$607K | 0.34% | 55 |
|
|
2024
Q1 | $1.7M | Sell |
17,986
-2,872
| -14% | -$271K | 0.28% | 75 |
|
|
2023
Q4 | $1.75M | Sell |
20,858
-4,716
| -18% | -$395K | 0.32% | 62 |
|
|
2023
Q3 | $2.31M | Sell |
25,574
-26,838
| -51% | -$2.43M | 0.44% | 46 |
|
|
2023
Q2 | $4.25M | Sell |
52,412
-12,238
| -19% | -$993K | 0.79% | 24 |
|
|
2023
Q1 | $5.35M | Buy |
64,650
+18,703
| +41% | +$1.55M | 1.11% | 16 |
|
|
2022
Q4 | $4.02M | Buy |
45,947
+1,359
| +3% | +$119K | 1.21% | 18 |
|
|
2022
Q3 | $3.21M | Buy |
44,588
+2,469
| +6% | +$178K | 0.81% | 23 |
|
|
2022
Q2 | $3.01M | Buy |
42,119
+9,616
| +30% | +$688K | 0.77% | 24 |
|
|
2022
Q1 | $2.49M | Buy |
32,503
+24,240
| +293% | +$1.85M | 0.56% | 33 |
|
|
2021
Q4 | $459K | Sell |
8,263
-59
| -0.7% | -$3.28K | 0.1% | 127 |
|
|
2021
Q3 | $433K | Sell |
8,322
-31
| -0.4% | -$1.61K | 0.11% | 126 |
|
|
2021
Q2 | $450K | Buy |
8,353
+496
| +6% | +$26.7K | 0.11% | 121 |
|
|
2021
Q1 | $385K | Sell |
7,857
-145
| -2% | -$7.11K | 0.11% | 119 |
|
|
2020
Q4 | $303K | Sell |
8,002
-362
| -4% | -$13.7K | 0.11% | 130 |
|
|
2020
Q3 | $251K | Buy |
+8,364
| New | +$251K | 0.1% | 129 |
|