HNWAG
High Net Worth Advisory 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 | $968K | Hold |
11,414
| – | – | 0.26% | 85 |
|
|
2025
Q1 | $1.07M | Hold |
11,414
| – | – | 0.3% | 78 |
|
|
2024
Q4 | $978K | Hold |
11,414
| – | – | 0.27% | 83 |
|
|
2024
Q3 | $1M | Hold |
11,414
| – | – | 0.27% | 82 |
|
|
2024
Q2 | $1.04M | Hold |
11,414
| – | – | 0.32% | 70 |
|
|
2024
Q1 | $1.08M | Hold |
11,414
| – | – | 0.34% | 71 |
|
|
2023
Q4 | $957K | Sell |
11,414
-270
| -2% | -$22.6K | 0.36% | 69 |
|
|
2023
Q3 | $1.06M | Hold |
11,684
| – | – | 0.42% | 61 |
|
|
2023
Q2 | $948K | Buy |
11,684
+579
| +5% | +$47K | 0.37% | 65 |
|
|
2023
Q1 | $920K | Buy |
11,105
+50
| +0.5% | +$4.14K | 0.37% | 71 |
|
|
2022
Q4 | $967K | Buy |
11,055
+252
| +2% | +$22K | 0.38% | 66 |
|
|
2022
Q3 | $778K | Buy |
10,803
+18
| +0.2% | +$1.3K | 0.33% | 67 |
|
|
2022
Q2 | $771K | Hold |
10,785
| – | – | 0.32% | 77 |
|
|
2022
Q1 | $824K | Sell |
10,785
-565
| -5% | -$43.2K | 0.3% | 76 |
|
|
2021
Q4 | $630K | Buy |
+11,350
| New | +$630K | 0.22% | 94 |
|