MWA
Moser 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 | $35.2K | Hold |
415
| – | – | 0.02% | 113 |
|
|
2025
Q1 | $38.8K | Buy |
415
+335
| +419% | +$31.3K | 0.02% | 109 |
|
|
2024
Q4 | $6.85K | Hold |
80
| – | – | ﹤0.01% | 126 |
|
|
2024
Q3 | $7.02K | Hold |
80
| – | – | ﹤0.01% | 125 |
|
|
2024
Q2 | $7.29K | Buy |
80
+56
| +233% | +$5.1K | ﹤0.01% | 126 |
|
|
2024
Q1 | $2.27K | Hold |
24
| – | – | ﹤0.01% | 140 |
|
|
2023
Q4 | $2.01K | Hold |
24
| – | – | ﹤0.01% | 133 |
|
|
2023
Q3 | $2.17K | Hold |
24
| – | – | ﹤0.01% | 126 |
|
|
2023
Q2 | $1.95K | Buy |
+24
| New | +$1.95K | ﹤0.01% | 122 |
|
|
2022
Q4 | $2.1K | Hold |
24
| – | – | ﹤0.01% | 120 |
|
|
2022
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 136 |
|