GW & Wade’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$630K Buy
2023
Q3
$669K Sell
2023
Q2
$887K Sell
2023
Q1
$960K Sell
2022
Q4
$1.77M Buy
2022
Q3
$455K Buy
2022
Q2
$250K Buy
2022
Q1
$263K Sell
2021
Q4
$226K Buy
2021
Q3
$203K Buy
2015
Q3
Sell
2015
Q2
$425K Buy
2015
Q1
$239K Buy