GGM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $390K | Buy |
|
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $325K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $218K | Buy |
|