Energy Select Sector SPDR shares owned by Zrc Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Zrc Wealth Management
from 13F filings
Historical chart of Zrc Wealth Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Zrc 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 Zrc Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $44k | 500 | 87.80 |
2024-06-30 | $37k | 400 | 91.15 |
2024-03-31 | $38k | 400 | 94.41 |
2023-12-31 | $56k | 615 | 90.39 |