Independent Wealth Network’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 | $1.22M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $894K | Buy |
|
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|
2024
Q3 | $836K | Sell |
|
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|
2024
Q2 | $2.84M | Buy |
|
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|
2024
Q1 | $2.85M | Buy |
|
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|
2023
Q4 | $2.52M | Buy |
|
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|
2023
Q3 | $2.22M | Buy |
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|
2023
Q2 | $1.73M | Buy |
|
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|
2023
Q1 | $1.04M | Buy |
|
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $330K | Sell |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $489K | Buy |
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|
2021
Q4 | $241K | Buy |
|