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Grant Private Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Grant Private Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,096
Closed -$289K – 147
2025
Q1 		$289K Sell
3,096
-100
-3% -$9.35K 0.31% 96
2024
Q4 		$274K Buy
+3,196
New +$274K 0.3% 91