LNWWM
Laird Norton Wetherby 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 | $438K | Buy |
+5,165
| New | +$438K | 0.02% | 611 |
|
|
2024
Q4 | $441K | Hold |
5,150
| – | – | 0.02% | 573 |
|
|
2024
Q3 | $452K | Hold |
5,150
| – | – | 0.02% | 595 |
|
|
2024
Q2 | $469K | Sell |
5,150
-171
| -3% | -$15.6K | 0.02% | 552 |
|
|
2024
Q1 | $502K | Hold |
5,321
| – | – | 0.02% | 548 |
|
|
2023
Q4 | $446K | Sell |
5,321
-1,173
| -18% | -$98.3K | 0.02% | 583 |
|
|
2023
Q3 | $587K | Buy |
6,494
+972
| +18% | +$87.9K | 0.03% | 466 |
|
|
2023
Q2 | $448K | Buy |
5,522
+339
| +7% | +$27.5K | 0.02% | 579 |
|
|
2023
Q1 | $429K | Sell |
5,183
-161
| -3% | -$13.3K | 0.03% | 592 |
|
|
2022
Q4 | $467K | Sell |
5,344
-5,053
| -49% | -$442K | 0.03% | 543 |
|
|
2022
Q3 | $749K | Buy |
10,397
+1,371
| +15% | +$98.8K | 0.05% | 353 |
|
|
2022
Q2 | $645K | Buy |
9,026
+2,191
| +32% | +$157K | 0.04% | 411 |
|
|
2022
Q1 | $522K | Buy |
+6,835
| New | +$522K | 0.03% | 509 |
|
|
2021
Q3 | – | Sell |
-7,943
| Closed | -$428K | – | 935 |
|
|
2021
Q2 | $428K | Buy |
+7,943
| New | +$428K | 0.03% | 568 |
|
|
2020
Q2 | – | Sell |
-35,386
| Closed | -$1.03M | – | 754 |
|
|
2020
Q1 | $1.03M | Buy |
+35,386
| New | +$1.03M | 0.12% | 184 |
|
|
2019
Q4 | – | Sell |
-52,479
| Closed | -$3.11M | – | 721 |
|
|
2019
Q3 | $3.11M | Buy |
+52,479
| New | +$3.11M | 0.32% | 67 |
|