PWM
Purus 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 | $2.07M | Buy |
24,380
+234
| +1% | +$19.8K | 0.72% | 37 |
|
|
2025
Q1 | $2.26M | Sell |
24,146
-69
| -0.3% | -$6.45K | 0.96% | 29 |
|
|
2024
Q4 | $2.07M | Buy |
24,215
+1,316
| +6% | +$113K | 0.82% | 30 |
|
|
2024
Q3 | $2.01M | Buy |
22,899
+1,766
| +8% | +$155K | 0.85% | 29 |
|
|
2024
Q2 | $1.93M | Buy |
21,133
+469
| +2% | +$42.7K | 0.85% | 30 |
|
|
2024
Q1 | $1.95M | Sell |
20,664
-587
| -3% | -$55.4K | 0.96% | 29 |
|
|
2023
Q4 | $1.78M | Buy |
21,251
+445
| +2% | +$37.3K | 1.03% | 28 |
|
|
2023
Q3 | $1.88M | Buy |
20,806
+160
| +0.8% | +$14.5K | 1.27% | 23 |
|
|
2023
Q2 | $1.68M | Buy |
20,646
+11,755
| +132% | +$954K | 1.09% | 24 |
|
|
2023
Q1 | $736K | Sell |
8,891
-53
| -0.6% | -$4.39K | 0.58% | 41 |
|
|
2022
Q4 | $782K | Buy |
8,944
+16
| +0.2% | +$1.4K | 0.71% | 36 |
|
|
2022
Q3 | $643K | Sell |
8,928
-104
| -1% | -$7.49K | 0.59% | 41 |
|
|
2022
Q2 | $646K | Buy |
9,032
+77
| +0.9% | +$5.51K | 0.58% | 41 |
|
|
2022
Q1 | $685K | Buy |
+8,955
| New | +$685K | 0.47% | 50 |
|