TLA
Tanglewood Legacy 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 | $42.4K | Hold |
500
| – | – | 0.02% | 178 |
|
|
2025
Q1 | $46.7K | Hold |
500
| – | – | 0.02% | 174 |
|
|
2024
Q4 | $42.8K | Hold |
500
| – | – | 0.02% | 182 |
|
|
2024
Q3 | $43.9K | Hold |
500
| – | – | 0.02% | 170 |
|
|
2024
Q2 | $45.6K | Hold |
500
| – | – | 0.02% | 168 |
|
|
2024
Q1 | $47.2K | Hold |
500
| – | – | 0.02% | 167 |
|
|
2023
Q4 | $41.9K | Hold |
500
| – | – | 0.02% | 166 |
|
|
2023
Q3 | $45.2K | Hold |
500
| – | – | 0.03% | 165 |
|
|
2023
Q2 | $40.6K | Hold |
500
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $41.4K | Hold |
500
| – | – | 0.03% | 163 |
|
|
2022
Q4 | $43.7K | Buy |
+500
| New | +$43.7K | 0.03% | 138 |
|