VWA
Valued 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 | $909 | Hold |
11
| – | – | ﹤0.01% | 458 |
|
|
2025
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 489 |
|
|
2024
Q4 | $918 | Hold |
11
| – | – | ﹤0.01% | 487 |
|
|
2024
Q3 | $933 | Hold |
11
| – | – | ﹤0.01% | 463 |
|
|
2024
Q2 | $960 | Buy |
11
+1
| +10% | +$87 | ﹤0.01% | 445 |
|
|
2024
Q1 | $987 | Hold |
10
| – | – | ﹤0.01% | 439 |
|
|
2023
Q4 | $929 | Buy |
+10
| New | +$929 | ﹤0.01% | 384 |
|