FOCUS Wealth Advisors’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
Q3 | $4.45M | Buy |
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|
2025
Q2 | $3.86M | Buy |
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|
2025
Q1 | $4.21M | Sell |
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|
2024
Q4 | $3.87M | Buy |
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|
2024
Q3 | $3.96M | Sell |
|
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|
2024
Q2 | $4.13M | Buy |
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|
2024
Q1 | $4.02M | Buy |
|
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|
2023
Q4 | $3M | Buy |
|
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|
2023
Q3 | $2.95M | Sell |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.91M | Sell |
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|
2022
Q4 | $3.1M | Sell |
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|
2022
Q3 | $2.57M | Buy |
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|
2022
Q2 | $2.55M | Buy |
|