EPG Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
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|
2025
Q1 | $2.05M | Buy |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.34M | Sell |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $2.71M | Buy |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $3.29M | Sell |
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|
2022
Q1 | $3.53M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $2.05M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $35K | Buy |
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|
2019
Q4 | $67K | Buy |
|