PWS
Precision Wealth Strategies’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,195
| Closed | -$341K | – | 107 |
|
|
2023
Q2 | $341K | Sell |
4,195
-296
| -7% | -$24K | 0.56% | 38 |
|
|
2023
Q1 | $372K | Sell |
4,491
-734
| -14% | -$60.8K | 0.58% | 40 |
|
|
2022
Q4 | $457K | Sell |
5,225
-209
| -4% | -$18.3K | 0.48% | 46 |
|
|
2022
Q3 | $475K | Buy |
5,434
+410
| +8% | +$35.8K | 0.42% | 49 |
|
|
2022
Q2 | $346K | Sell |
5,024
-6,948
| -58% | -$479K | 0.27% | 83 |
|
|
2022
Q1 | $915K | Buy |
+11,972
| New | +$915K | 0.54% | 34 |
|