PMA
Prudent Man Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,555
| Closed | -$321K | – | 199 |
|
|
2023
Q3 | $321K | Hold |
3,555
| – | – | 0.13% | 134 |
|
|
2023
Q2 | $289K | Hold |
3,555
| – | – | 0.11% | 145 |
|
|
2023
Q1 | $294K | Hold |
3,555
| – | – | 0.11% | 142 |
|
|
2022
Q4 | $311K | Hold |
3,555
| – | – | 0.13% | 141 |
|
|
2022
Q3 | $256K | Hold |
3,555
| – | – | 0.12% | 135 |
|
|
2022
Q2 | $255K | Hold |
3,555
| – | – | 0.12% | 131 |
|
|
2022
Q1 | $272K | Sell |
3,555
-1,778
| -33% | -$136K | 0.11% | 139 |
|
|
2021
Q4 | $296K | Buy |
+5,333
| New | +$296K | 0.11% | 137 |
|