SWMP
Signature Wealth Management Partners’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 | $1.21M | Sell |
14,287
-429
| -3% | -$36.4K | 0.69% | 29 |
|
|
2025
Q1 | $1.38M | Buy |
14,716
+9
| +0.1% | +$841 | 0.9% | 21 |
|
|
2024
Q4 | $1.26M | Sell |
14,707
-190
| -1% | -$16.3K | 0.87% | 22 |
|
|
2024
Q3 | $1.31M | Sell |
14,897
-593
| -4% | -$52.1K | 0.95% | 21 |
|
|
2024
Q2 | $1.41M | Sell |
15,490
-202
| -1% | -$18.4K | 1.07% | 19 |
|
|
2024
Q1 | $1.48M | Buy |
15,692
+420
| +3% | +$39.7K | 1.21% | 17 |
|
|
2023
Q4 | $1.28M | Buy |
15,272
+2,481
| +19% | +$208K | 1.12% | 17 |
|
|
2023
Q3 | $1.16M | Buy |
12,791
+900
| +8% | +$81.4K | 1.13% | 18 |
|
|
2023
Q2 | $965K | Sell |
11,891
-102
| -0.9% | -$8.28K | 0.89% | 23 |
|
|
2023
Q1 | $993K | Sell |
11,993
-912
| -7% | -$75.5K | 0.92% | 24 |
|
|
2022
Q4 | $1.13M | Buy |
12,905
+1,231
| +11% | +$108K | 1.11% | 23 |
|
|
2022
Q3 | $841K | Buy |
11,674
+5,078
| +77% | +$366K | 0.93% | 27 |
|
|
2022
Q2 | $472K | Sell |
6,596
-750
| -10% | -$53.7K | 0.48% | 56 |
|
|
2022
Q1 | $562K | Buy |
+7,346
| New | +$562K | 0.48% | 56 |
|
|
2021
Q1 | – | Sell |
-14,844
| Closed | -$563K | – | 106 |
|
|
2020
Q4 | $563K | Buy |
+14,844
| New | +$563K | 0.56% | 44 |
|