Comprehensive Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$216K	Sell
2025 Q4	$225K	Sell
2025 Q3	$238K	Sell
2025 Q2	$234K	Buy
2024 Q2	–	Sell
2024 Q1	$670K	Buy
2023 Q4	$547K	Sell
2023 Q3	$616K	Buy
2023 Q2	$550K	Buy
2023 Q1	$499K	Buy