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

Copia Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$259K Sell
3,051
-236
-7% -$20K 0.22% 83
2025
Q1 		$307K Sell
3,287
-712
-18% -$66.5K 0.28% 68
2024
Q4 		$343K Buy
+3,999
New +$343K 0.33% 61