BWM
Buska Wealth Management’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 | $9.63M | Buy |
113,497
+6,865
| +6% | +$582K | 2.63% | 10 |
|
|
2025
Q1 | $9.96M | Buy |
106,632
+4,067
| +4% | +$380K | 3.12% | 7 |
|
|
2024
Q4 | $8.79M | Buy |
102,565
+8,845
| +9% | +$758K | 2.81% | 9 |
|
|
2024
Q3 | $8.23M | Buy |
93,720
+6,016
| +7% | +$528K | 2.87% | 9 |
|
|
2024
Q2 | $7.99M | Buy |
87,704
+6,044
| +7% | +$551K | 3.19% | 8 |
|
|
2024
Q1 | $7.71M | Buy |
+81,660
| New | +$7.71M | 3.38% | 7 |
|