LRWA
Long Run 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 | $6.53M | Buy |
76,979
+6,598
| +9% | +$560K | 1.37% | 21 |
|
|
2025
Q1 | $6.58M | Sell |
70,381
-3,657
| -5% | -$342K | 1.49% | 18 |
|
|
2024
Q4 | $6.34M | Buy |
74,038
+2,847
| +4% | +$244K | 1.52% | 16 |
|
|
2024
Q3 | $6.25M | Buy |
71,191
+10,639
| +18% | +$934K | 1.47% | 17 |
|
|
2024
Q2 | $5.52M | Buy |
60,552
+28,584
| +89% | +$2.61M | 1.4% | 18 |
|
|
2024
Q1 | $3.02M | Buy |
31,968
+1,690
| +6% | +$160K | 0.79% | 37 |
|
|
2023
Q4 | $2.54M | Buy |
30,278
+1,703
| +6% | +$143K | 0.73% | 38 |
|
|
2023
Q3 | $2.58M | Sell |
28,575
-243
| -0.8% | -$22K | 0.84% | 34 |
|
|
2023
Q2 | $2.34M | Buy |
28,818
+308
| +1% | +$25K | 0.75% | 40 |
|
|
2023
Q1 | $2.36M | Sell |
28,510
-27,165
| -49% | -$2.25M | 0.8% | 32 |
|
|
2022
Q4 | $4.87M | Sell |
55,675
-350
| -0.6% | -$30.6K | 1.75% | 16 |
|
|
2022
Q3 | $4.04M | Buy |
56,025
+1,136
| +2% | +$81.8K | 1.6% | 19 |
|
|
2022
Q2 | $3.93M | Sell |
54,889
-2,022
| -4% | -$145K | 1.52% | 20 |
|
|
2022
Q1 | $4.36M | Sell |
56,911
-2,571
| -4% | -$197K | 1.52% | 20 |
|
|
2021
Q4 | $3.27M | Buy |
+59,482
| New | +$3.27M | 1.14% | 26 |
|