Elmwood Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $293K | Sell |
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|
2025
Q4 | $216K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.65K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Sell |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q3 | $4.1K | Hold |
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|
2018
Q2 | $4.11K | Hold |
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|
2018
Q1 | $3.65K | Buy |
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