RWM
Reston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,780
| Closed | -$156K | – | 444 |
|
|
2024
Q3 | $156K | Buy |
+1,780
| New | +$156K | 0.06% | 59 |
|
|
2019
Q3 | – | Sell |
-8,617
| Closed | -$549K | – | 51 |
|
|
2019
Q2 | $549K | Sell |
8,617
-7,365
| -46% | -$469K | 0.43% | 26 |
|
|
2019
Q1 | $1.04M | Sell |
15,982
-35,250
| -69% | -$2.28M | 0.83% | 19 |
|
|
2018
Q4 | $2.94M | Buy |
+51,232
| New | +$2.94M | 2.8% | 9 |
|