USAdvisors Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $925K | Buy |
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|
2023
Q3 | $990K | Buy |
|
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|
2023
Q2 | $883K | Sell |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $3.08M | Sell |
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|
2022
Q3 | $2.81M | Hold |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $1.81M | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $802K | Buy |
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