OPOWM
One Plus One 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 | $1.15M | Sell |
13,574
-1,059
| -7% | -$89.8K | 0.63% | 43 |
|
|
2025
Q1 | $1.37M | Buy |
14,633
+39
| +0.3% | +$3.64K | 0.75% | 35 |
|
|
2024
Q4 | $1.25M | Sell |
14,594
-392
| -3% | -$33.6K | 0.73% | 35 |
|
|
2024
Q3 | $1.32M | Sell |
14,986
-131
| -0.9% | -$11.5K | 0.78% | 34 |
|
|
2024
Q2 | $1.38M | Sell |
15,117
-48,134
| -76% | -$4.39M | 0.79% | 30 |
|
|
2024
Q1 | $5.97M | Sell |
63,251
-180
| -0.3% | -$17K | 3.43% | 6 |
|
|
2023
Q4 | $5.32M | Sell |
63,431
-1,493
| -2% | -$125K | 3.23% | 9 |
|
|
2023
Q3 | $5.87M | Sell |
64,924
-6,966
| -10% | -$630K | 3.82% | 5 |
|
|
2023
Q2 | $5.84M | Buy |
71,890
+55,544
| +340% | +$4.51M | 3.73% | 9 |
|
|
2023
Q1 | $1.35M | Sell |
16,346
-976
| -6% | -$80.8K | 0.96% | 29 |
|
|
2022
Q4 | $1.52M | Sell |
17,322
-10,743
| -38% | -$940K | 1.06% | 27 |
|
|
2022
Q3 | $2.02M | Sell |
28,065
-2,275
| -7% | -$164K | 1.65% | 20 |
|
|
2022
Q2 | $2.17M | Sell |
30,340
-26,144
| -46% | -$1.87M | 1.65% | 19 |
|
|
2022
Q1 | $4.32M | Buy |
56,484
+639
| +1% | +$48.8K | 2.86% | 9 |
|
|
2021
Q4 | $3.1M | Sell |
55,845
-421
| -0.7% | -$23.4K | 2.14% | 14 |
|
|
2021
Q3 | $2.93M | Buy |
56,266
+754
| +1% | +$39.3K | 2.11% | 12 |
|
|
2021
Q2 | $2.99M | Sell |
55,512
-2,346
| -4% | -$126K | 2.06% | 12 |
|
|
2021
Q1 | $2.84M | Buy |
+57,858
| New | +$2.84M | 2.22% | 10 |
|