TPW
Tiller Private Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,440
| Closed | -$209K | – | 60 |
|
|
2024
Q4 | $209K | Sell |
2,440
-60
| -2% | -$5.14K | 0.09% | 53 |
|
|
2024
Q3 | $220K | Buy |
+2,500
| New | +$220K | 0.09% | 53 |
|
|
2019
Q1 | – | Sell |
-41,406
| Closed | -$2.38M | – | 38 |
|
|
2018
Q4 | $2.38M | Sell |
41,406
-45,084
| -52% | -$2.59M | 2.09% | 13 |
|
|
2018
Q3 | $6.55M | Buy |
86,490
+175
| +0.2% | +$13.3K | 4.57% | 10 |
|
|
2018
Q2 | $6.56M | Buy |
86,315
+230
| +0.3% | +$17.5K | 4.58% | 10 |
|
|
2018
Q1 | $5.8M | Buy |
86,085
+10,037
| +13% | +$677K | 4.17% | 11 |
|
|
2017
Q4 | $5.5M | Buy |
76,048
+2,275
| +3% | +$164K | 4.17% | 9 |
|
|
2017
Q3 | $5.05M | Buy |
73,773
+35,500
| +93% | +$2.43M | 3.94% | 10 |
|
|
2017
Q2 | $2.49M | Buy |
38,273
+17,125
| +81% | +$1.11M | 1.95% | 19 |
|
|
2017
Q1 | $1.48M | Buy |
21,148
+2,130
| +11% | +$149K | 1.17% | 22 |
|
|
2016
Q4 | $1.43M | Buy |
19,018
+795
| +4% | +$59.9K | 1.12% | 22 |
|
|
2016
Q3 | $1.29M | Buy |
18,223
+3,020
| +20% | +$213K | 1.08% | 21 |
|
|
2016
Q2 | $1.04M | Buy |
15,203
+4,000
| +36% | +$273K | 0.87% | 23 |
|
|
2016
Q1 | $693K | Buy |
+11,203
| New | +$693K | 0.59% | 25 |
|