Accurate Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Buy |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $270K | Buy |
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|
2024
Q4 | $283K | Sell |
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|
2024
Q3 | $298K | Sell |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $523K | Sell |
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|
2022
Q3 | $552K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $7.42M | Buy |
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