JWM
Jupiter 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 | $4.17M | Buy |
48,681
+1,622
| +3% | +$139K | 2.11% | 13 |
|
|
2025
Q1 | $3.97M | Sell |
47,059
-13,000
| -22% | -$1.1M | 2.41% | 15 |
|
|
2024
Q4 | $5.14M | Sell |
60,059
-1,165
| -2% | -$99.8K | 2.58% | 12 |
|
|
2024
Q3 | $5.38M | Sell |
61,224
-1,317
| -2% | -$116K | 2.75% | 9 |
|
|
2024
Q2 | $5.83M | Sell |
62,541
-4,702
| -7% | -$438K | 3.09% | 6 |
|
|
2024
Q1 | $6.26M | Sell |
67,243
-4,353
| -6% | -$405K | 3.31% | 5 |
|
|
2023
Q4 | $6M | Hold |
71,596
| – | – | 3.53% | 4 |
|
|
2023
Q3 | $5.97M | Buy |
+71,596
| New | +$5.97M | 3.87% | 4 |
|
|
2020
Q1 | – | Sell |
-5,790
| Closed | -$346K | – | 96 |
|
|
2019
Q4 | $346K | Buy |
+5,790
| New | +$346K | 0.17% | 67 |
|