AJ Wealth Strategies’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
2023
Q2
$30.9M Buy
2023
Q1
$880K Buy
2022
Q4
$875K Hold
2022
Q3
$720K Hold
2022
Q2
$715K Hold
2022
Q1
$764K Hold
2021
Q4
$555K Hold
2021
Q3
$521K Buy