MWM
Minot Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.59M | Buy |
22,277
+209
| +0.9% | +$14.9K | 0.41% | 57 |
|
|
2022
Q1 | $1.69M | Buy |
22,068
+9,524
| +76% | +$728K | 0.36% | 61 |
|
|
2021
Q4 | $696K | Hold |
12,544
| – | – | 0.13% | 107 |
|
|
2021
Q3 | $653K | Hold |
12,544
| – | – | 0.14% | 107 |
|
|
2021
Q2 | $657K | Buy |
+12,544
| New | +$657K | 0.14% | 108 |
|