MPW
MA Private Wealth’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 | $705K | Sell |
8,314
-3,037
| -27% | -$258K | 0.13% | 57 |
|
|
2025
Q1 | $1.06M | Sell |
11,351
-3
| -0% | -$280 | 0.2% | 42 |
|
|
2024
Q4 | $973K | Hold |
11,354
| – | – | 0.18% | 42 |
|
|
2024
Q3 | $997K | Sell |
11,354
-1,874
| -14% | -$165K | 0.19% | 44 |
|
|
2024
Q2 | $1.21M | Sell |
13,228
-74
| -0.6% | -$6.75K | 0.24% | 38 |
|
|
2024
Q1 | $1.26M | Sell |
13,302
-5,238
| -28% | -$495K | 0.25% | 38 |
|
|
2023
Q4 | $1.55M | Sell |
18,540
-4,086
| -18% | -$343K | 0.33% | 33 |
|
|
2023
Q3 | $2.05M | Sell |
22,626
-867
| -4% | -$78.4K | 0.48% | 30 |
|
|
2023
Q2 | $1.91M | Sell |
23,493
-45
| -0.2% | -$3.65K | 0.44% | 30 |
|
|
2023
Q1 | $1.95M | Sell |
23,538
-28,610
| -55% | -$2.37M | 0.47% | 29 |
|
|
2022
Q4 | $4.56M | Sell |
52,148
-51,644
| -50% | -$4.52M | 1.1% | 23 |
|
|
2022
Q3 | $9.07M | Sell |
103,792
-520
| -0.5% | -$45.4K | 2.25% | 13 |
|
|
2022
Q2 | $7.18M | Sell |
104,312
-72,603
| -41% | -$4.99M | 1.75% | 17 |
|
|
2022
Q1 | $13.5M | Sell |
176,915
-16,528
| -9% | -$1.26M | 2.47% | 11 |
|
|
2021
Q4 | $10.7M | Sell |
193,443
-9,984
| -5% | -$554K | 1.93% | 17 |
|
|
2021
Q3 | $10.6M | Buy |
203,427
+124,656
| +158% | +$6.49M | 2.08% | 14 |
|
|
2021
Q2 | $4.24M | Buy |
78,771
+8,141
| +12% | +$439K | 0.84% | 30 |
|
|
2021
Q1 | $3.47M | Buy |
+70,630
| New | +$3.47M | 0.72% | 31 |
|