Angeles 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 | $834K | Hold |
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|
2025
Q2 | $792K | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1M | Buy |
|
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|
2024
Q2 | $939K | Buy |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $835K | Buy |
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|
2023
Q3 | $780K | Buy |
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|
2023
Q2 | $668K | Buy |
|
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $93K | Buy |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $103K | Buy |
|