WA
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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $628K | Buy |
6,943
+583
| +9% | +$52.7K | 0.28% | 34 |
|
|
2023
Q2 | $534K | Sell |
6,360
-5,751
| -47% | -$483K | 0.23% | 36 |
|
|
2023
Q1 | $1.05M | Buy |
12,111
+328
| +3% | +$28.4K | 0.5% | 28 |
|
|
2022
Q4 | $1.03M | Sell |
11,783
-1,160
| -9% | -$101K | 0.55% | 28 |
|
|
2022
Q3 | $932K | Buy |
12,943
+267
| +2% | +$19.2K | 0.47% | 28 |
|
|
2022
Q2 | $906K | Buy |
+12,676
| New | +$906K | 0.44% | 30 |
|