Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $856K | Sell |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $1.08M | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $998 | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $503K | Sell |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $244K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $112K | Buy |
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|
2019
Q1 | $103K | Sell |
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|
2018
Q4 | $97K | Buy |
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