Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $656K | Buy |
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|
2025
Q2 | $579K | Sell |
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|
2025
Q1 | $776K | Sell |
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|
2024
Q4 | $888K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $506K | Sell |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $489K | Buy |
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|
2021
Q1 | $291K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $110K | Sell |
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|
2019
Q2 | $156K | Sell |
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|
2019
Q1 | $236K | Buy |
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