UWM
USAdvisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,815
| Closed | -$1.01M | – | 143 |
|
|
2024
Q1 | $1.01M | Sell |
10,815
-226
| -2% | -$21.1K | 0.38% | 62 |
|
|
2023
Q4 | $925K | Buy |
11,041
+85
| +0.8% | +$7.12K | 0.38% | 63 |
|
|
2023
Q3 | $990K | Buy |
10,956
+99
| +0.9% | +$8.95K | 0.44% | 56 |
|
|
2023
Q2 | $883K | Sell |
10,857
-24,321
| -69% | -$1.98M | 0.42% | 60 |
|
|
2023
Q1 | $2.91M | Buy |
35,178
+1
| +0% | +$83 | 1.39% | 25 |
|
|
2022
Q4 | $3.08M | Sell |
35,177
-3,878
| -10% | -$339K | 1.49% | 24 |
|
|
2022
Q3 | $2.81M | Hold |
39,055
| – | – | 1.44% | 25 |
|
|
2022
Q2 | $2.79M | Buy |
39,055
+15,354
| +65% | +$1.1M | 1.4% | 26 |
|
|
2022
Q1 | $1.81M | Buy |
+23,701
| New | +$1.81M | 0.77% | 31 |
|
|
2020
Q1 | – | Sell |
-13,351
| Closed | -$802K | – | 100 |
|
|
2019
Q4 | $802K | Buy |
+13,351
| New | +$802K | 0.42% | 35 |
|