Energy Select Sector SPDR shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Energy Select Sector SPDR
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All positions including Energy Select Sector SPDR held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Energy Select Sector SPDR by Concentrum Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $325k | 3.7k | 87.81 |
2024-06-30 | $356k | 3.9k | 91.15 |
2024-03-31 | $386k | 4.1k | 94.41 |
2023-12-31 | $306k | 3.7k | 83.84 |
2023-09-30 | $260k | 2.9k | 90.39 |
2023-06-30 | $208k | 2.6k | 81.17 |
2023-03-31 | $231k | 2.8k | 82.83 |
2022-12-31 | $244k | 2.8k | 87.47 |
2022-09-30 | $201k | 2.8k | 71.91 |
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