OBWG
Onyx Bridge Wealth Group’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 | $657K | Sell |
7,742
-347
| -4% | -$29.4K | 0.09% | 152 |
|
|
2025
Q1 | $756K | Buy |
8,089
+751
| +10% | +$70.2K | 0.11% | 124 |
|
|
2024
Q4 | $629K | Buy |
7,338
+1,165
| +19% | +$99.8K | 0.09% | 140 |
|
|
2024
Q3 | $542K | Sell |
6,173
-112,059
| -95% | -$9.84M | 0.08% | 154 |
|
|
2024
Q2 | $10.8M | Buy |
118,232
+13,755
| +13% | +$1.25M | 1.77% | 13 |
|
|
2024
Q1 | $10M | Buy |
104,477
+97,462
| +1,389% | +$9.33M | 1.79% | 13 |
|
|
2023
Q4 | $588K | Sell |
7,015
-77,682
| -92% | -$6.51M | 0.12% | 118 |
|
|
2023
Q3 | $7.66M | Sell |
84,697
-15,175
| -15% | -$1.37M | 1.79% | 13 |
|
|
2023
Q2 | $8.11M | Buy |
99,872
+7,625
| +8% | +$619K | 1.94% | 13 |
|
|
2023
Q1 | $7.64M | Buy |
92,247
+11,731
| +15% | +$972K | 3.05% | 10 |
|
|
2022
Q4 | $7.05M | Sell |
80,516
-457
| -0.6% | -$40K | 2.87% | 10 |
|
|
2022
Q3 | $6.49M | Buy |
80,973
+15,325
| +23% | +$1.23M | 2.96% | 9 |
|
|
2022
Q2 | $4.67M | Buy |
65,648
+62,069
| +1,734% | +$4.42M | 2.08% | 11 |
|
|
2022
Q1 | $268K | Sell |
3,579
-2,593
| -42% | -$194K | 0.1% | 115 |
|
|
2021
Q4 | $353K | Buy |
6,172
+1,662
| +37% | +$95.1K | 0.12% | 96 |
|
|
2021
Q3 | $259K | Buy |
+4,510
| New | +$259K | 0.1% | 116 |
|
|
2021
Q2 | – | Sell |
-6,772
| Closed | -$332K | – | 146 |
|
|
2021
Q1 | $332K | Buy |
+6,772
| New | +$332K | 0.17% | 63 |
|