Energy Select Sector SPDR shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $591k | 6.7k | 87.80 |
| 2024-03-31 | $536k | 5.7k | 94.41 |
| 2023-12-31 | $565k | 6.7k | 83.84 |
| 2023-09-30 | $366k | 4.0k | 90.39 |
| 2023-06-30 | $331k | 4.1k | 81.16 |
| 2023-03-31 | $204k | 2.5k | 82.82 |
| 2022-12-31 | $233k | 2.7k | 87.46 |
| 2022-06-30 | $469k | 6.8k | 68.73 |
| 2022-03-31 | $537k | 7.0k | 76.39 |
| 2021-12-31 | $482k | 8.7k | 55.55 |
| 2021-09-30 | $509k | 9.8k | 52.08 |
| 2021-06-30 | $780k | 15k | 53.87 |
| 2021-03-31 | $255k | 5.2k | 49.06 |
More positions owned by One Charles Private Wealth Services
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