NWWA
New Wave 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 | – | Sell |
-2,329
| Closed | -$218K | – | 163 |
|
|
2025
Q1 | $218K | Sell |
2,329
-534
| -19% | -$49.9K | 0.1% | 124 |
|
|
2024
Q4 | $245K | Sell |
2,863
-1,756
| -38% | -$150K | 0.1% | 118 |
|
|
2024
Q3 | $406K | Hold |
4,619
| – | – | 0.19% | 77 |
|
|
2024
Q2 | $421K | Buy |
+4,619
| New | +$421K | 0.23% | 69 |
|