PWP
Principle Wealth Partners’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 | $691K | Sell |
8,142
-1,104
| -12% | -$93.6K | 0.04% | 194 |
|
|
2025
Q1 | $864K | Sell |
9,246
-111
| -1% | -$10.4K | 0.06% | 168 |
|
|
2024
Q4 | $802K | Buy |
9,357
+15
| +0.2% | +$1.29K | 0.06% | 175 |
|
|
2024
Q3 | $820K | Sell |
9,342
-300
| -3% | -$26.3K | 0.06% | 170 |
|
|
2024
Q2 | $879K | Buy |
9,642
+150
| +2% | +$13.7K | 0.07% | 164 |
|
|
2024
Q1 | $896K | Hold |
9,492
| – | – | 0.07% | 168 |
|
|
2023
Q4 | $796K | Sell |
9,492
-713
| -7% | -$59.8K | 0.07% | 170 |
|
|
2023
Q3 | $922K | Buy |
10,205
+1,186
| +13% | +$107K | 0.09% | 153 |
|
|
2023
Q2 | $732K | Sell |
9,019
-55,185
| -86% | -$4.48M | 0.07% | 162 |
|
|
2023
Q1 | $5.32M | Sell |
64,204
-214
| -0.3% | -$17.7K | 0.57% | 46 |
|
|
2022
Q4 | $5.63M | Buy |
64,418
+3,554
| +6% | +$311K | 0.64% | 41 |
|
|
2022
Q3 | $4.38K | Buy |
60,864
+24,980
| +70% | +$1.8K | 0.41% | 46 |
|
|
2022
Q2 | $2.57M | Buy |
35,884
+24,654
| +220% | +$1.76M | 0.31% | 76 |
|
|
2022
Q1 | $858K | Buy |
+11,230
| New | +$858K | 0.09% | 154 |
|
|
2020
Q3 | – | Sell |
-2,506
| Closed | -$95K | – | 438 |
|
|
2020
Q2 | $95K | Buy |
+2,506
| New | +$95K | 0.03% | 220 |
|