IWM
Iams Wealth Management’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 | $202K | Sell |
2,385
-4,023
| -63% | -$341K | 0.09% | 164 |
|
|
2025
Q1 | $599K | Sell |
6,408
-46
| -0.7% | -$4.3K | 0.27% | 101 |
|
|
2024
Q4 | $553K | Sell |
6,454
-304
| -4% | -$26K | 0.25% | 99 |
|
|
2024
Q3 | $593K | Hold |
6,758
| – | – | 0.29% | 92 |
|
|
2024
Q2 | $616K | Buy |
+6,758
| New | +$616K | 0.34% | 83 |
|
|
2024
Q1 | – | Sell |
-2,594
| Closed | -$217K | – | 130 |
|
|
2023
Q4 | $217K | Buy |
2,594
+350
| +16% | +$29.3K | 0.14% | 108 |
|
|
2023
Q3 | $203K | Buy |
+2,244
| New | +$203K | 0.14% | 111 |
|
|
2023
Q2 | – | Sell |
-4,069
| Closed | -$335K | – | 138 |
|
|
2023
Q1 | $335K | Buy |
4,069
+1,577
| +63% | +$130K | 0.28% | 83 |
|
|
2022
Q4 | $218K | Buy |
+2,492
| New | +$218K | 0.22% | 92 |
|