MWM
Mission 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
13,175
-4,436
| -25% | -$376K | 0.02% | 294 |
|
|
2025
Q1 | $1.65M | Sell |
17,611
-2,092
| -11% | -$195K | 0.04% | 206 |
|
|
2024
Q4 | $1.69M | Sell |
19,703
-1,595
| -7% | -$137K | 0.04% | 199 |
|
|
2024
Q3 | $1.87M | Sell |
21,298
-771
| -3% | -$67.7K | 0.05% | 178 |
|
|
2024
Q2 | $2.01M | Buy |
22,069
+463
| +2% | +$42.2K | 0.05% | 164 |
|
|
2024
Q1 | $2.04M | Buy |
21,606
+889
| +4% | +$83.9K | 0.05% | 174 |
|
|
2023
Q4 | $1.74M | Sell |
20,717
-763
| -4% | -$64K | 0.06% | 157 |
|
|
2023
Q3 | $1.94M | Buy |
21,480
+621
| +3% | +$56.1K | 0.07% | 131 |
|
|
2023
Q2 | $1.69M | Buy |
20,859
+2,063
| +11% | +$167K | 0.06% | 143 |
|
|
2023
Q1 | $1.56M | Buy |
18,796
+13,730
| +271% | +$1.14M | 0.07% | 151 |
|
|
2022
Q4 | $443K | Buy |
5,066
+1,958
| +63% | +$171K | 0.02% | 330 |
|
|
2022
Q3 | $224K | Buy |
3,108
+19
| +0.6% | +$1.37K | 0.01% | 430 |
|
|
2022
Q2 | $221K | Buy |
3,089
+92
| +3% | +$6.58K | 0.01% | 446 |
|
|
2022
Q1 | $229K | Buy |
+2,997
| New | +$229K | 0.01% | 454 |
|