Circle Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Circle Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$355K	Sell
2025 Q1	$810K	Buy
2024 Q4	$545K	Buy
2024 Q3	$557K	Sell
2024 Q2	$702K	Buy
2024 Q1	$725K	Buy
2023 Q4	$642K	Buy
2023 Q3	$309K	Buy
2023 Q2	$226K	Buy
2023 Q1	$229K	Buy
2022 Q4	$240K	Buy