RWA
Redmont Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $138K | Buy |
+1,480
| New | +$138K | 0.27% | 62 |
|
|
2024
Q4 | – | Sell |
-274
| Closed | -$24.1K | – | 317 |
|
|
2024
Q3 | $24.1K | Hold |
274
| – | – | 0.04% | 124 |
|
|
2024
Q2 | $25K | Sell |
274
-57
| -17% | -$5.2K | 0.04% | 120 |
|
|
2024
Q1 | $31.3K | Sell |
331
-6,928
| -95% | -$654K | 0.04% | 118 |
|
|
2023
Q4 | $609K | Sell |
7,259
-447
| -6% | -$37.5K | 0.89% | 39 |
|
|
2023
Q3 | $697K | Sell |
7,706
-90
| -1% | -$8.14K | 1.22% | 19 |
|
|
2023
Q2 | $633K | Sell |
7,796
-773
| -9% | -$62.7K | 1.09% | 23 |
|
|
2023
Q1 | $710K | Sell |
8,569
-1,209
| -12% | -$100K | 1.43% | 14 |
|
|
2022
Q4 | $855K | Buy |
9,778
+999
| +11% | +$87.4K | 1% | 19 |
|
|
2022
Q3 | $632K | Sell |
8,779
-12,390
| -59% | -$892K | 0.82% | 23 |
|
|
2022
Q2 | $1.51M | Buy |
21,169
+1,668
| +9% | +$119K | 1.83% | 10 |
|
|
2022
Q1 | $1.49M | Buy |
19,501
+3,331
| +21% | +$255K | 1.59% | 10 |
|
|
2021
Q4 | $897K | Buy |
+16,170
| New | +$897K | 0.96% | 19 |
|