SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
5,440
-126
| -2% | -$11.1K | 0.17% | 60 |
|
|
2025
Q1 | $439K | Buy |
5,566
+1
| +0% | +$79 | 0.19% | 59 |
|
|
2024
Q4 | $508K | Sell |
5,565
-9
| -0.2% | -$821 | 0.21% | 57 |
|
|
2024
Q3 | $508K | Buy |
5,574
+1
| +0% | +$91 | 0.21% | 58 |
|
|
2024
Q2 | $495K | Sell |
5,573
-57
| -1% | -$5.06K | 0.22% | 60 |
|
|
2024
Q1 | $551K | Buy |
+5,630
| New | +$551K | 0.24% | 57 |
|
|
2023
Q3 | – | Sell |
-3,161
| Closed | -$257K | – | 115 |
|
|
2023
Q2 | $257K | Buy |
+3,161
| New | +$257K | 0.13% | 89 |
|
|
2022
Q4 | $278K | Buy |
3,073
+1,754
| +133% | +$159K | 0.15% | 91 |
|
|
2022
Q3 | $95K | Sell |
1,319
-435
| -25% | -$31.3K | 0.04% | 217 |
|
|
2022
Q2 | $125K | Buy |
1,754
+1,454
| +485% | +$104K | 0.04% | 195 |
|
|
2022
Q1 | $23K | Buy |
300
+100
| +50% | +$7.67K | 0.01% | 428 |
|
|
2021
Q4 | $11K | Hold |
200
| – | – | ﹤0.01% | 479 |
|
|
2021
Q3 | $10K | Buy |
+200
| New | +$10K | 0.01% | 437 |
|