WWA
WCG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,516
| Closed | -$1.01M | – | 326 |
|
|
2024
Q3 | $1.01M | Buy |
+11,516
| New | +$1.01M | 0.07% | 220 |
|
|
2023
Q2 | – | Sell |
-47,884
| Closed | -$3.97M | – | 187 |
|
|
2023
Q1 | $3.97M | Buy |
47,884
+4,009
| +9% | +$332K | 0.51% | 50 |
|
|
2022
Q4 | $3.84M | Buy |
43,875
+5,912
| +16% | +$517K | 0.53% | 51 |
|
|
2022
Q3 | $3.01M | Sell |
37,963
-1,899
| -5% | -$151K | 0.4% | 57 |
|
|
2022
Q2 | $2.85M | Buy |
+39,862
| New | +$2.85M | 0.4% | 59 |
|