SWA
Strata Wealth Advisors’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 | $390K | Hold |
4,601
| – | – | 0.11% | 56 |
|
|
2025
Q1 | $430K | Sell |
4,601
-30
| -0.6% | -$2.8K | 0.13% | 52 |
|
|
2024
Q4 | $397K | Hold |
4,631
| – | – | 0.12% | 56 |
|
|
2024
Q3 | $407K | Hold |
4,631
| – | – | 0.13% | 53 |
|
|
2024
Q2 | $422K | Hold |
4,631
| – | – | 0.15% | 50 |
|
|
2024
Q1 | $437K | Sell |
4,631
-378
| -8% | -$35.7K | 0.15% | 49 |
|
|
2023
Q4 | $420K | Hold |
5,009
| – | – | 0.17% | 50 |
|
|
2023
Q3 | $453K | Buy |
+5,009
| New | +$453K | 0.22% | 36 |
|