QWM
Quadcap 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 | $697K | Buy |
8,217
+222
| +3% | +$18.8K | 0.09% | 197 |
|
|
2025
Q1 | $747K | Sell |
7,995
-2,399
| -23% | -$224K | 0.11% | 180 |
|
|
2024
Q4 | $890K | Buy |
10,394
+61
| +0.6% | +$5.23K | 0.13% | 148 |
|
|
2024
Q3 | $907K | Sell |
10,333
-849
| -8% | -$74.5K | 0.14% | 155 |
|
|
2024
Q2 | $1.02M | Sell |
11,182
-64
| -0.6% | -$5.84K | 0.18% | 123 |
|
|
2024
Q1 | $1.06M | Sell |
11,246
-1,253
| -10% | -$118K | 0.24% | 99 |
|
|
2023
Q4 | $1.05M | Buy |
+12,499
| New | +$1.05M | 0.27% | 99 |
|