ARS Wealth Advisors Group’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
$289K Buy
2025
Q2
$251K Sell
2025
Q1
$295K Sell
2024
Q4
$278K Sell
2024
Q3
$312K Buy
2024
Q2
$298K Sell
2024
Q1
$309K Buy
2023
Q4
$217K Buy