AJ Wealth Strategies’s State Street Energy Select Sector SPDR ETF 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