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Apex Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Apex Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$280K Sell
3,307
-84
-2% -$7.13K 0.23% 46
2025
Q1 		$317K Sell
3,391
-249
-7% -$23.3K 0.29% 40
2024
Q4 		$312K Buy
+3,640
New +$312K 0.27% 41