Energy Select Sector SPDR shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5k | 17 | 87.82 |
| 2024-06-30 | $1.6k | 17 | 91.18 |
| 2024-03-31 | $1.6k | 17 | 94.35 |
| 2023-12-31 | $1.4k | 17 | 83.82 |
| 2023-09-30 | $1.5k | 17 | 90.35 |
| 2023-06-30 | $1.4k | 17 | 81.18 |
| 2023-03-31 | $1.4k | 17 | 82.82 |
| 2022-12-31 | $999 | 17 | 58.82 |
| 2022-09-30 | $999 | 17 | 58.82 |
| 2022-06-30 | $999 | 17 | 58.82 |
| 2022-03-31 | $999 | 17 | 58.82 |
| 2021-12-31 | $999 | 17 | 58.82 |
| 2021-09-30 | $999 | 17 | 58.82 |
| 2021-06-30 | $999 | 17 | 58.82 |
| 2021-03-31 | $999 | 17 | 58.82 |
| 2020-12-31 | $1.0k | 25 | 40.00 |
| 2020-09-30 | $1.0k | 25 | 40.00 |
| 2020-06-30 | $1.0k | 25 | 40.00 |
| 2020-03-31 | $4.0k | 154 | 25.97 |
| 2019-12-31 | $9.0k | 154 | 58.44 |