SLFPAM
St. Louis Financial Planners Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,952
| Closed | -$999K | – | 40 |
|
|
2024
Q2 | $999K | Sell |
10,952
-3,458
| -24% | -$315K | 0.86% | 33 |
|
|
2024
Q1 | $1.4M | Sell |
14,410
-2,644
| -16% | -$257K | 1.26% | 31 |
|
|
2023
Q4 | $1.43M | Buy |
17,054
+316
| +2% | +$26.5K | 1.33% | 32 |
|
|
2023
Q3 | $1.44M | Sell |
16,738
-7,610
| -31% | -$653K | 1.15% | 15 |
|
|
2023
Q2 | $1.98M | Buy |
24,348
+15
| +0.1% | +$1.22K | 1.98% | 12 |
|
|
2023
Q1 | $2.02M | Buy |
24,333
+5,657
| +30% | +$469K | 2.29% | 9 |
|
|
2022
Q4 | $1.63M | Buy |
+18,676
| New | +$1.63M | 1.6% | 11 |
|