Aries 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
Q2 | $572K | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $622K | Buy |
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|
2024
Q3 | $547K | Buy |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $238K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $653K | Sell |
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|
2021
Q3 | $626K | Hold |
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|
2021
Q2 | $647K | Hold |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $372K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Hold |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $265K | Buy |
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