Dynamic Wealth Strategies’s Energy Select Sector SPDR Fund XLE Stock Holding History

Dynamic Wealth Strategies’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	$23.6K	Sell
2025 Q1	$129K	Sell
2024 Q4	$222K	Sell
2024 Q3	$285K	Sell
2024 Q2	$324K	Sell
2024 Q1	$603K	Sell
2023 Q4	$581K	Buy