LL
LPWM LLC’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 | $723K | Buy |
8,521
+2,088
| +32% | +$177K | 0.21% | 44 |
|
|
2025
Q1 | $601K | Hold |
6,433
| – | – | 0.19% | 49 |
|
|
2024
Q4 | $551K | Sell |
6,433
-3,177
| -33% | -$272K | 0.18% | 50 |
|
|
2024
Q3 | $887K | Sell |
9,610
-394
| -4% | -$36.4K | 0.29% | 38 |
|
|
2024
Q2 | $896K | Sell |
10,004
-932
| -9% | -$83.5K | 0.31% | 37 |
|
|
2024
Q1 | $1.07M | Buy |
10,936
+218
| +2% | +$21.3K | 0.39% | 33 |
|
|
2023
Q4 | $908K | Buy |
10,718
+2,771
| +35% | +$235K | 0.36% | 34 |
|
|
2023
Q3 | $704K | Buy |
7,947
+587
| +8% | +$52K | 0.32% | 37 |
|
|
2023
Q2 | $599K | Buy |
7,360
+475
| +7% | +$38.6K | 0.26% | 37 |
|
|
2023
Q1 | $570K | Hold |
6,885
| – | – | 0.27% | 36 |
|
|
2022
Q4 | $605K | Buy |
6,885
+1,850
| +37% | +$163K | 0.33% | 32 |
|
|
2022
Q3 | $363K | Buy |
5,035
+410
| +9% | +$29.6K | 0.22% | 41 |
|
|
2022
Q2 | $328K | Hold |
4,625
| – | – | 0.18% | 46 |
|
|
2022
Q1 | $358K | Hold |
4,625
| – | – | 0.18% | 48 |
|
|
2021
Q4 | $257K | Hold |
4,625
| – | – | 0.14% | 59 |
|
|
2021
Q3 | $249K | Buy |
4,625
+215
| +5% | +$11.6K | 0.15% | 53 |
|
|
2021
Q2 | $233K | Hold |
4,410
| – | – | 0.14% | 57 |
|
|
2021
Q1 | $222K | Buy |
+4,410
| New | +$222K | 0.15% | 54 |
|
|
2020
Q1 | – | Sell |
-7,841
| Closed | -$471K | – | 50 |
|
|
2019
Q4 | $471K | Buy |
+7,841
| New | +$471K | 0.44% | 25 |
|