SWM
Scissortail 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-7,259
| Closed | -$655K | – | 123 |
|
|
2022
Q4 | $655K | Sell |
7,259
-611
| -8% | -$55.1K | 0.38% | 56 |
|
|
2022
Q3 | $698K | Buy |
+7,870
| New | +$698K | 0.36% | 49 |
|
|
2022
Q2 | – | Sell |
-8,666
| Closed | -$688K | – | 145 |
|
|
2022
Q1 | $688K | Buy |
+8,666
| New | +$688K | 0.34% | 53 |
|