Spire Wealth Management’s ProShares S&P 500 ex-Energy ETF SPXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,412
| Closed | -$135K | – | 2379 |
|
|
2024
Q1 | $135K | Buy |
2,412
+502
| +26% | +$28.2K | ﹤0.01% | 902 |
|
|
2023
Q4 | $99K | Buy |
1,910
+8
| +0.4% | +$415 | ﹤0.01% | 1002 |
|
|
2023
Q3 | $86.4K | Buy |
1,902
+90
| +5% | +$4.09K | ﹤0.01% | 995 |
|
|
2023
Q2 | $86.1K | Buy |
1,812
+266
| +17% | +$12.6K | ﹤0.01% | 1014 |
|
|
2023
Q1 | $67.3K | Buy |
1,546
+600
| +63% | +$26.1K | ﹤0.01% | 1079 |
|
|
2022
Q4 | $38K | Buy |
+946
| New | +$38K | ﹤0.01% | 1090 |
|