PHWM
Pine Harbor 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 | $205K | Sell |
2,421
-342
| -12% | -$29K | 0.07% | 101 |
|
|
2025
Q1 | $258K | Buy |
2,763
+13
| +0.5% | +$1.22K | 0.1% | 77 |
|
|
2024
Q4 | $236K | Buy |
2,750
+14
| +0.5% | +$1.2K | 0.09% | 86 |
|
|
2024
Q3 | $240K | Buy |
2,736
+14
| +0.5% | +$1.23K | 0.12% | 88 |
|
|
2024
Q2 | $248K | Sell |
2,722
-39
| -1% | -$3.56K | 0.15% | 79 |
|
|
2024
Q1 | $261K | Buy |
2,761
+13
| +0.5% | +$1.23K | 0.16% | 77 |
|
|
2023
Q4 | $230K | Buy |
+2,748
| New | +$230K | 0.18% | 84 |
|