BlackDiamond Wealth Management’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
2025
Q4
$342K Buy
2025
Q1
Sell
2024
Q4
$277K Sell
2024
Q3
$308K Sell
2024
Q2
$359K Buy
2024
Q1
$307K Buy
2023
Q4
$257K Sell
2023
Q3
$333K Buy
2023
Q1
Sell
2022
Q4
$260K Sell
2022
Q3
$304K Sell
2022
Q2
$893K Sell
2022
Q1
$1.4M Sell
2021
Q4
$1.08M Buy