FWM
Foguth Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.56M | Buy |
112,712
+88,129
| +358% | +$7.47M | 2.05% | 16 |
|
|
2025
Q1 | $2.3M | Sell |
24,583
-2,134
| -8% | -$199K | 0.56% | 37 |
|
|
2024
Q4 | $2.44M | Buy |
26,717
+11,198
| +72% | +$1.02M | 0.64% | 38 |
|
|
2024
Q3 | $1.41M | Buy |
15,519
+624
| +4% | +$56.8K | 0.51% | 46 |
|
|
2024
Q2 | $1.36M | Buy |
14,895
+11,278
| +312% | +$1.03M | 0.6% | 37 |
|
|
2024
Q1 | $342K | Buy |
+3,617
| New | +$342K | 0.18% | 91 |
|