SVWAG
Sound View Wealth Advisors Group’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 | $585K | Buy |
6,892
+60
| +0.9% | +$5.09K | 0.04% | 249 |
|
|
2025
Q1 | $638K | Sell |
6,832
-53
| -0.8% | -$4.95K | 0.05% | 228 |
|
|
2024
Q4 | $590K | Buy |
6,885
+68
| +1% | +$5.83K | 0.05% | 241 |
|
|
2024
Q3 | $599K | Buy |
6,817
+416
| +6% | +$36.5K | 0.05% | 236 |
|
|
2024
Q2 | $583K | Buy |
6,401
+47
| +0.7% | +$4.28K | 0.06% | 223 |
|
|
2024
Q1 | $600K | Sell |
6,354
-1,072
| -14% | -$101K | 0.06% | 219 |
|
|
2023
Q4 | $623K | Sell |
7,426
-109
| -1% | -$9.14K | 0.07% | 215 |
|
|
2023
Q3 | $681K | Buy |
7,535
+698
| +10% | +$63.1K | 0.08% | 185 |
|
|
2023
Q2 | $555K | Sell |
6,837
-98
| -1% | -$7.96K | 0.07% | 206 |
|
|
2023
Q1 | $574K | Sell |
6,935
-491
| -7% | -$40.7K | 0.08% | 200 |
|
|
2022
Q4 | $623K | Buy |
7,426
+1,159
| +18% | +$97.2K | 0.07% | 215 |
|
|
2022
Q3 | $451K | Buy |
6,267
+26
| +0.4% | +$1.87K | 0.1% | 174 |
|
|
2022
Q2 | $446K | Buy |
6,241
+327
| +6% | +$23.4K | 0.09% | 180 |
|
|
2022
Q1 | $452K | Buy |
5,914
+1,144
| +24% | +$87.4K | 0.09% | 185 |
|
|
2021
Q4 | $265K | Sell |
4,770
-977
| -17% | -$54.3K | 0.05% | 259 |
|
|
2021
Q3 | $299K | Buy |
5,747
+197
| +4% | +$10.2K | 0.06% | 232 |
|
|
2021
Q2 | $299K | Buy |
+5,550
| New | +$299K | 0.06% | 234 |
|