IWA
IBEX 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
29,118
+7,018
| +32% | +$595K | 0.26% | 77 |
|
|
2025
Q1 | $2.07M | Buy |
22,100
+231
| +1% | +$21.6K | 0.27% | 76 |
|
|
2024
Q4 | $1.87M | Buy |
+21,869
| New | +$1.87M | 0.22% | 82 |
|
|
2023
Q1 | – | Sell |
-41,078
| Closed | -$3.59M | – | 183 |
|
|
2022
Q4 | $3.59M | Sell |
41,078
-340
| -0.8% | -$29.7K | 0.81% | 40 |
|
|
2022
Q3 | $2.98M | Sell |
41,418
-64
| -0.2% | -$4.61K | 0.78% | 44 |
|
|
2022
Q2 | $2.97M | Buy |
41,482
+16,337
| +65% | +$1.17M | 0.68% | 56 |
|
|
2022
Q1 | $1.92M | Buy |
25,145
+261
| +1% | +$20K | 0.37% | 86 |
|
|
2021
Q4 | $1.38M | Sell |
24,884
-533
| -2% | -$29.6K | 0.24% | 104 |
|
|
2021
Q3 | $1.32M | Buy |
25,417
+830
| +3% | +$43.2K | 0.25% | 104 |
|
|
2021
Q2 | $1.33M | Buy |
24,587
+3,391
| +16% | +$183K | 0.26% | 105 |
|
|
2021
Q1 | $1.04M | Buy |
+21,196
| New | +$1.04M | 0.26% | 97 |
|
|
2019
Q3 | – | Sell |
-178
| Closed | -$11K | – | 363 |
|
|
2019
Q2 | $11K | Buy |
+178
| New | +$11K | ﹤0.01% | 304 |
|