LWA
Lowe 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 | $678K | Sell |
7,995
-15,801
| -66% | -$1.34M | 0.26% | 33 |
|
|
2025
Q1 | $2.22M | Buy |
23,796
+328
| +1% | +$30.7K | 0.94% | 15 |
|
|
2024
Q4 | $2.01M | Buy |
23,468
+592
| +3% | +$50.7K | 0.86% | 15 |
|
|
2024
Q3 | $2.01M | Sell |
22,876
-506
| -2% | -$44.4K | 0.87% | 15 |
|
|
2024
Q2 | $2.13M | Sell |
23,382
-648
| -3% | -$59.1K | 0.97% | 14 |
|
|
2024
Q1 | $2.27M | Buy |
24,030
+27
| +0.1% | +$2.55K | 1.06% | 13 |
|
|
2023
Q4 | $2.01M | Buy |
24,003
+367
| +2% | +$30.8K | 1% | 14 |
|
|
2023
Q3 | $2.14M | Buy |
23,636
+6,532
| +38% | +$590K | 1.14% | 14 |
|
|
2023
Q2 | $1.39M | Buy |
17,104
+3,214
| +23% | +$261K | 0.7% | 16 |
|
|
2023
Q1 | $1.15M | Sell |
13,890
-1,285
| -8% | -$106K | 0.62% | 17 |
|
|
2022
Q4 | $1.33M | Buy |
15,175
+742
| +5% | +$64.9K | 0.73% | 15 |
|
|
2022
Q3 | $1.04M | Buy |
14,433
+1,278
| +10% | +$92K | 0.61% | 17 |
|
|
2022
Q2 | $941K | Sell |
13,155
-58,760
| -82% | -$4.2M | 0.51% | 21 |
|
|
2022
Q1 | $5.5M | Buy |
71,915
+4,148
| +6% | +$317K | 2.49% | 10 |
|
|
2021
Q4 | $3.76M | Buy |
67,767
+3,425
| +5% | +$190K | 1.66% | 10 |
|
|
2021
Q3 | $3.35M | Buy |
64,342
+4,529
| +8% | +$236K | 1.59% | 11 |
|
|
2021
Q2 | $3.22M | Buy |
59,813
+12,864
| +27% | +$693K | 1.54% | 11 |
|
|
2021
Q1 | $2.3M | Buy |
46,949
+15,048
| +47% | +$738K | 1.16% | 13 |
|
|
2020
Q4 | $1.21M | Buy |
31,901
+31,325
| +5,438% | +$1.19M | 0.61% | 18 |
|
|
2020
Q3 | $17K | Buy |
576
+100
| +21% | +$2.95K | 0.01% | 131 |
|
|
2020
Q2 | $18K | Buy |
476
+176
| +59% | +$6.66K | 0.01% | 118 |
|
|
2020
Q1 | $9K | Buy |
300
+100
| +50% | +$3K | 0.01% | 158 |
|
|
2019
Q4 | $12K | Buy |
200
+50
| +33% | +$3K | 0.01% | 152 |
|
|
2019
Q3 | $9K | Hold |
150
| – | – | 0.01% | 167 |
|
|
2019
Q2 | $10K | Sell |
150
-24
| -14% | -$1.6K | 0.01% | 163 |
|
|
2019
Q1 | $11K | Buy |
174
+124
| +248% | +$7.84K | 0.01% | 143 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 204 |
|
|
2018
Q3 | $4K | Sell |
50
-100
| -67% | -$8K | ﹤0.01% | 219 |
|
|
2018
Q2 | $11K | Hold |
150
| – | – | 0.01% | 138 |
|
|
2018
Q1 | $10K | Hold |
150
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $11K | Hold |
150
| – | – | 0.01% | 153 |
|
|
2017
Q3 | $10K | Buy |
150
+100
| +200% | +$6.67K | 0.01% | 157 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 181 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 180 |
|
|
2016
Q4 | $4K | Hold |
50
| – | – | ﹤0.01% | 172 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 172 |
|
|
2016
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 180 |
|
|
2015
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 188 |
|
|
2015
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 185 |
|
|
2015
Q2 | $4K | Sell |
50
-34
| -40% | -$2.72K | ﹤0.01% | 172 |
|
|
2015
Q1 | $7K | Buy |
84
+34
| +68% | +$2.83K | ﹤0.01% | 142 |
|
|
2014
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 158 |
|