BWA
XLE icon

BlueChip Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,797
Closed -$240K 158
2024
Q4
$240K Buy
+2,797
New +$240K 0.13% 122
2024
Q1
Sell
-2,570
Closed -$215K 132
2023
Q4
$215K Buy
+2,570
New +$215K 0.15% 110