SSWM
Strait & Sound 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 | $892K | Buy |
10,522
+2,250
| +27% | +$191K | 0.38% | 58 |
|
|
2025
Q1 | $773K | Sell |
8,272
-62
| -0.7% | -$5.79K | 0.36% | 62 |
|
|
2024
Q4 | $714K | Buy |
8,334
+2,375
| +40% | +$203K | 0.33% | 62 |
|
|
2024
Q3 | $523K | Sell |
5,959
-24
| -0.4% | -$2.11K | 0.25% | 73 |
|
|
2024
Q2 | $545K | Buy |
5,983
+100
| +2% | +$9.12K | 0.28% | 61 |
|
|
2024
Q1 | $575K | Sell |
5,883
-124
| -2% | -$12.1K | 0.32% | 51 |
|
|
2023
Q4 | $481K | Buy |
6,007
+65
| +1% | +$5.2K | 0.3% | 60 |
|
|
2023
Q3 | $537K | Buy |
5,942
+580
| +11% | +$52.4K | 0.46% | 47 |
|
|
2023
Q2 | $435K | Buy |
5,362
+201
| +4% | +$16.3K | 0.43% | 52 |
|
|
2023
Q1 | $428K | Buy |
5,161
+216
| +4% | +$17.9K | 0.43% | 57 |
|
|
2022
Q4 | $446K | Buy |
+4,945
| New | +$446K | 0.49% | 51 |
|