LWA
Lantern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $390K | Sell |
4,555
-211
| -4% | -$18.1K | 0.25% | 84 |
|
|
2024
Q3 | $419K | Sell |
4,766
-133
| -3% | -$11.7K | 0.29% | 80 |
|
|
2024
Q2 | $447K | Sell |
4,899
-164
| -3% | -$14.9K | 0.32% | 73 |
|
|
2024
Q1 | $478K | Sell |
5,063
-306
| -6% | -$28.9K | 0.34% | 76 |
|
|
2023
Q4 | $450K | Buy |
+5,369
| New | +$450K | 0.35% | 71 |
|