WAS
Wealth Advisory Solutions’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 | $1.7M | Buy |
20,058
+425
| +2% | +$36K | 0.43% | 54 |
|
|
2025
Q1 | $1.83M | Buy |
19,633
+1,346
| +7% | +$126K | 0.49% | 53 |
|
|
2024
Q4 | $1.57M | Buy |
18,287
+25
| +0.1% | +$2.14K | 0.44% | 51 |
|
|
2024
Q3 | $1.6M | Sell |
18,262
-307
| -2% | -$27K | 0.44% | 49 |
|
|
2024
Q2 | $1.69M | Sell |
18,569
-40
| -0.2% | -$3.65K | 0.46% | 50 |
|
|
2024
Q1 | $1.76M | Buy |
18,609
+3,225
| +21% | +$304K | 0.46% | 48 |
|
|
2023
Q4 | $1.29M | Sell |
15,384
-15,447
| -50% | -$1.3M | 0.45% | 41 |
|
|
2023
Q3 | $2.69M | Buy |
30,831
+9,933
| +48% | +$865K | 0.53% | 42 |
|
|
2023
Q2 | $1.7M | Buy |
20,898
+194
| +0.9% | +$15.7K | 0.45% | 53 |
|
|
2023
Q1 | $1.71M | Sell |
20,704
-15,112
| -42% | -$1.25M | 0.46% | 57 |
|
|
2022
Q4 | $3.13M | Buy |
35,816
+81
| +0.2% | +$7.09K | 0.84% | 37 |
|
|
2022
Q3 | $2.57M | Buy |
35,735
+4,954
| +16% | +$357K | 0.71% | 44 |
|
|
2022
Q2 | $2.2M | Buy |
30,781
+562
| +2% | +$40.2K | 0.54% | 56 |
|
|
2022
Q1 | $2.31M | Buy |
+30,219
| New | +$2.31M | 0.48% | 58 |
|
|
2021
Q3 | $2M | Buy |
+38,389
| New | +$2M | 0.44% | 58 |
|