PWA
PCG 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 | $389K | Buy |
4,584
+483
| +12% | +$41K | 0.2% | 67 |
|
|
2025
Q1 | $383K | Sell |
4,101
-22,082
| -84% | -$2.06M | 0.13% | 101 |
|
|
2024
Q4 | $2.24M | Sell |
26,183
-272
| -1% | -$23.3K | 0.83% | 37 |
|
|
2024
Q3 | $2.32M | Sell |
26,455
-37
| -0.1% | -$3.25K | 0.9% | 37 |
|
|
2024
Q2 | $2.41M | Buy |
26,492
+2,142
| +9% | +$195K | 1.05% | 33 |
|
|
2024
Q1 | $2.3M | Sell |
24,350
-1,349
| -5% | -$127K | 1.09% | 33 |
|
|
2023
Q4 | $2.15M | Sell |
25,699
-15,001
| -37% | -$1.26M | 1.2% | 32 |
|
|
2023
Q3 | $3.68M | Sell |
40,700
-178
| -0.4% | -$16.1K | 2.41% | 10 |
|
|
2023
Q2 | $3.32M | Sell |
40,878
-17,077
| -29% | -$1.39M | 2.06% | 15 |
|
|
2023
Q1 | $4.8M | Buy |
57,955
+2,175
| +4% | +$180K | 3.03% | 8 |
|
|
2022
Q4 | $4.88M | Buy |
+55,780
| New | +$4.88M | 3.09% | 7 |
|