WJA
Willis Johnson & Associates’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 | $1.97M | Sell |
23,191
-3,082
| -12% | -$261K | 0.13% | 54 |
|
|
2025
Q1 | $2.46M | Sell |
26,273
-1,549
| -6% | -$145K | 0.19% | 47 |
|
|
2024
Q4 | $2.38M | Sell |
27,822
-755
| -3% | -$64.7K | 0.18% | 48 |
|
|
2024
Q3 | $2.51M | Sell |
28,577
-150
| -0.5% | -$13.2K | 0.19% | 49 |
|
|
2024
Q2 | $2.62M | Sell |
28,727
-6,082
| -17% | -$554K | 0.21% | 48 |
|
|
2024
Q1 | $3.29M | Sell |
34,809
-4,787
| -12% | -$452K | 0.29% | 42 |
|
|
2023
Q4 | $3.32M | Buy |
39,596
+1,542
| +4% | +$129K | 0.3% | 38 |
|
|
2023
Q3 | $3.44M | Buy |
38,054
+2,330
| +7% | +$211K | 0.35% | 35 |
|
|
2023
Q2 | $2.9M | Buy |
35,724
+570
| +2% | +$46.3K | 0.31% | 40 |
|
|
2023
Q1 | $2.91M | Buy |
35,154
+5,254
| +18% | +$435K | 0.35% | 41 |
|
|
2022
Q4 | $2.62M | Sell |
29,900
-2,276
| -7% | -$199K | 0.34% | 40 |
|
|
2022
Q3 | $2.32M | Buy |
32,176
+3,009
| +10% | +$217K | 0.34% | 42 |
|
|
2022
Q2 | $2.09M | Buy |
29,167
+11,050
| +61% | +$790K | 0.29% | 42 |
|
|
2022
Q1 | $1.39M | Buy |
18,117
+9,602
| +113% | +$734K | 0.18% | 49 |
|
|
2021
Q4 | $473K | Buy |
8,515
+1,016
| +14% | +$56.4K | 0.06% | 64 |
|
|
2021
Q3 | $391K | Buy |
7,499
+18
| +0.2% | +$939 | 0.05% | 67 |
|
|
2021
Q2 | $403K | Buy |
7,481
+46
| +0.6% | +$2.48K | 0.06% | 65 |
|
|
2021
Q1 | $365K | Sell |
7,435
-32
| -0.4% | -$1.57K | 0.06% | 61 |
|
|
2020
Q4 | $283K | Buy |
+7,467
| New | +$283K | 0.05% | 66 |
|