PA
Parkside 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 |
-2,355
| Closed | -$220K | – | 91 |
|
2025
Q1 | $220K | Hold |
2,355
| – | – | 0.05% | 77 |
|
2024
Q4 | $202K | Hold |
2,355
| – | – | 0.05% | 80 |
|
2024
Q3 | $207K | Hold |
2,355
| – | – | 0.05% | 80 |
|
2024
Q2 | $215K | Hold |
2,355
| – | – | 0.05% | 78 |
|
2024
Q1 | $222K | Buy |
+2,355
| New | +$222K | 0.06% | 82 |
|
2023
Q4 | – | Sell |
-2,379
| Closed | -$215K | – | 83 |
|
2023
Q3 | $215K | Buy |
+2,379
| New | +$215K | 0.07% | 75 |
|
2023
Q1 | – | Sell |
-3,070
| Closed | -$269K | – | 86 |
|
2022
Q4 | $269K | Buy |
+3,070
| New | +$269K | 0.09% | 67 |
|