FRG Family 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 | $295K | Sell |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $325K | Sell |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $513K | Buy |
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|
2024
Q1 | $542K | Hold |
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|
2023
Q4 | $486K | Hold |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $511K | Hold |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $201K | Buy |
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