RWPA
Richard W. Paul & Associates’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 | – | Sell |
-180
| Closed | -$15.4K | – | 512 |
|
|
2024
Q4 | $15.4K | Hold |
180
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $15.8K | Hold |
180
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $16.4K | Hold |
180
| – | – | 0.01% | 270 |
|
|
2024
Q1 | $17K | Hold |
180
| – | – | 0.01% | 276 |
|
|
2023
Q4 | $15.1K | Hold |
180
| – | – | 0.01% | 276 |
|
|
2023
Q3 | $16.3K | Sell |
180
-572
| -76% | -$51.7K | 0.01% | 261 |
|
|
2023
Q2 | $61K | Buy |
752
+99
| +15% | +$8.04K | 0.03% | 211 |
|
|
2023
Q1 | $54.1K | Buy |
653
+7
| +1% | +$580 | 0.02% | 214 |
|
|
2022
Q4 | $56.5K | Buy |
+646
| New | +$56.5K | 0.03% | 213 |
|