BWS
Buck Wealth Strategies’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
4,838
+1,316
| +37% | +$112K | 0.06% | 104 |
|
|
2025
Q1 | $329K | Buy |
+3,522
| New | +$329K | 0.06% | 99 |
|
|
2023
Q4 | – | Sell |
-126
| Closed | -$11.4K | – | 349 |
|
|
2023
Q3 | $11.4K | Sell |
126
-747
| -86% | -$67.5K | ﹤0.01% | 192 |
|
|
2023
Q2 | $102K | Buy |
+873
| New | +$102K | 0.04% | 52 |
|