DWS
Dynamic 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 | $23.6K | Sell |
278
-1,098
| -80% | -$93.1K | 0.02% | 159 |
|
|
2025
Q1 | $129K | Sell |
1,376
-1,212
| -47% | -$113K | 0.11% | 90 |
|
|
2024
Q4 | $222K | Sell |
2,588
-653
| -20% | -$55.9K | 0.2% | 59 |
|
|
2024
Q3 | $285K | Sell |
3,241
-315
| -9% | -$27.7K | 0.23% | 47 |
|
|
2024
Q2 | $324K | Sell |
3,556
-2,826
| -44% | -$257K | 0.28% | 40 |
|
|
2024
Q1 | $603K | Sell |
6,382
-543
| -8% | -$51.3K | 0.52% | 30 |
|
|
2023
Q4 | $581K | Buy |
+6,925
| New | +$581K | 0.53% | 26 |
|