SWA
Sax 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
Q2 | $1.34M | Buy |
15,853
+31
| +0.2% | +$2.63K | 0.08% | 135 |
|
|
2025
Q1 | $1.48M | Sell |
15,822
-236
| -1% | -$22.1K | 0.11% | 106 |
|
|
2024
Q4 | $1.38M | Sell |
16,058
-920
| -5% | -$78.8K | 0.11% | 95 |
|
|
2024
Q3 | $1.49M | Buy |
16,978
+1,250
| +8% | +$110K | 0.13% | 71 |
|
|
2024
Q2 | $1.43M | Buy |
15,728
+1,507
| +11% | +$137K | 0.14% | 73 |
|
|
2024
Q1 | $1.34M | Buy |
14,221
+1,540
| +12% | +$145K | 0.16% | 58 |
|
|
2023
Q4 | $1.06M | Buy |
12,681
+156
| +1% | +$13.1K | 0.17% | 71 |
|
|
2023
Q3 | $1.13M | Buy |
12,525
+58
| +0.5% | +$5.24K | 0.22% | 62 |
|
|
2023
Q2 | $1.01M | Buy |
12,467
+19
| +0.2% | +$1.54K | 0.2% | 66 |
|
|
2023
Q1 | $1.03M | Sell |
12,448
-280
| -2% | -$23.2K | 0.22% | 63 |
|
|
2022
Q4 | $1.11M | Sell |
12,728
-1,230
| -9% | -$108K | 0.26% | 58 |
|
|
2022
Q3 | $1.01M | Buy |
13,958
+22
| +0.2% | +$1.58K | 0.26% | 58 |
|
|
2022
Q2 | $997K | Sell |
13,936
-198
| -1% | -$14.2K | 0.25% | 62 |
|
|
2022
Q1 | $1.08M | Buy |
14,134
+11
| +0.1% | +$841 | 0.26% | 57 |
|
|
2021
Q4 | $784K | Buy |
14,123
+236
| +2% | +$13.1K | 0.16% | 80 |
|
|
2021
Q3 | $723K | Buy |
13,887
+34
| +0.2% | +$1.77K | 0.17% | 78 |
|
|
2021
Q2 | $746K | Buy |
13,853
+28
| +0.2% | +$1.51K | 0.26% | 68 |
|
|
2021
Q1 | $678K | Sell |
13,825
-13,275
| -49% | -$651K | 0.25% | 72 |
|
|
2020
Q4 | $1.03M | Buy |
+27,100
| New | +$1.03M | 0.47% | 48 |
|