TWA
Tandem 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 | $598K | Buy |
7,052
+382
| +6% | +$32.4K | 0.3% | 28 |
|
|
2025
Q1 | $623K | Buy |
6,670
+733
| +12% | +$68.5K | 0.33% | 26 |
|
|
2024
Q4 | $509K | Sell |
5,937
-378
| -6% | -$32.4K | 0.26% | 28 |
|
|
2024
Q3 | $554K | Buy |
6,315
+109
| +2% | +$9.57K | 0.28% | 26 |
|
|
2024
Q2 | $566K | Sell |
6,206
-52
| -0.8% | -$4.74K | 0.3% | 24 |
|
|
2024
Q1 | $591K | Sell |
6,258
-1,653
| -21% | -$156K | 0.32% | 21 |
|
|
2023
Q4 | $663K | Sell |
7,911
-206
| -3% | -$17.3K | 0.38% | 19 |
|
|
2023
Q3 | $734K | Buy |
8,117
+438
| +6% | +$39.6K | 0.45% | 17 |
|
|
2023
Q2 | $623K | Sell |
7,679
-929
| -11% | -$75.4K | 0.38% | 20 |
|
|
2023
Q1 | $713K | Sell |
8,608
-231
| -3% | -$19.1K | 0.44% | 18 |
|
|
2022
Q4 | $773K | Buy |
+8,839
| New | +$773K | 0.49% | 21 |
|