RWA Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,489
| Closed | -$213K | – | 589 |
|
|
2024
Q4 | $213K | Buy |
+2,489
| New | +$213K | ﹤0.01% | 534 |
|
|
2024
Q3 | – | Sell |
-4,648
| Closed | -$424K | – | 584 |
|
|
2024
Q2 | $424K | Buy |
4,648
+1,798
| +63% | +$164K | 0.01% | 410 |
|
|
2024
Q1 | $269K | Buy |
2,850
+6
| +0.2% | +$566 | ﹤0.01% | 475 |
|
|
2023
Q4 | $238K | Buy |
2,844
+243
| +9% | +$20.4K | ﹤0.01% | 481 |
|
|
2023
Q3 | $235K | Buy |
+2,601
| New | +$235K | 0.01% | 343 |
|
|
2018
Q4 | – | Sell |
-35,141
| Closed | -$2.66M | – | 250 |
|
|
2018
Q3 | $2.66M | Sell |
35,141
-39,921
| -53% | -$3.02M | 0.3% | 77 |
|
|
2018
Q2 | $5.7M | Buy |
75,062
+74,907
| +48,327% | +$5.69M | 0.64% | 37 |
|
|
2018
Q1 | $10K | Buy |
+155
| New | +$10K | ﹤0.01% | 453 |
|