PWA
Physician 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 | $34.9K | Buy |
412
+49
| +13% | +$4.15K | 0.01% | 404 |
|
|
2025
Q1 | $33.9K | Sell |
363
-20
| -5% | -$1.87K | 0.01% | 394 |
|
|
2024
Q4 | $32.8K | Buy |
+383
| New | +$32.8K | 0.01% | 405 |
|
|
2022
Q4 | – | Sell |
-5,100
| Closed | -$413K | – | 158 |
|
|
2022
Q3 | $413K | Sell |
5,100
-461
| -8% | -$37.3K | 0.13% | 84 |
|
|
2022
Q2 | $427K | Sell |
5,561
-38,039
| -87% | -$2.92M | 0.12% | 85 |
|
|
2022
Q1 | $3.56M | Sell |
43,600
-8,496
| -16% | -$694K | 0.95% | 24 |
|
|
2021
Q4 | $3.2M | Buy |
52,096
+225
| +0.4% | +$13.8K | 0.84% | 25 |
|
|
2021
Q3 | $2.97M | Sell |
51,871
-3,122
| -6% | -$179K | 0.82% | 27 |
|
|
2021
Q2 | $2.68M | Buy |
54,993
+21,515
| +64% | +$1.05M | 0.77% | 28 |
|
|
2021
Q1 | $1.64M | Buy |
+33,478
| New | +$1.64M | 0.53% | 37 |
|