Ironwood Wealth Management (West Virginia)’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.2M | Buy |
47,463
+102
| +0.2% | +$9.03K | 1.98% | 16 |
|
|
2025
Q1 | $3.65M | Sell |
47,361
-1,149
| -2% | -$88.5K | 1.9% | 16 |
|
|
2024
Q4 | $4.29M | Buy |
48,510
+806
| +2% | +$71.2K | 2.12% | 16 |
|
|
2024
Q3 | $4.45M | Buy |
47,704
+1
| +0% | +$93 | 2.18% | 15 |
|
|
2024
Q2 | $4.31M | Buy |
47,703
+373
| +0.8% | +$33.7K | 2.18% | 14 |
|
|
2024
Q1 | $4.63M | Buy |
47,330
+265
| +0.6% | +$25.9K | 2.42% | 14 |
|
|
2023
Q4 | $3.85M | Sell |
47,065
-81
| -0.2% | -$6.62K | 2.11% | 14 |
|
|
2023
Q3 | $4.02M | Buy |
47,146
+24
| +0.1% | +$2.05K | 2.4% | 14 |
|
|
2023
Q2 | $3.73M | Sell |
47,122
-58
| -0.1% | -$4.59K | 2.17% | 14 |
|
|
2023
Q1 | $4.01M | Sell |
47,180
-264
| -0.6% | -$22.4K | 2.39% | 14 |
|
|
2022
Q4 | $4.26M | Sell |
47,444
-1,608
| -3% | -$144K | 2.49% | 14 |
|
|
2022
Q3 | $4.01M | Sell |
49,052
-202
| -0.4% | -$16.5K | 2.88% | 13 |
|
|
2022
Q2 | $3.5M | Sell |
49,254
-872
| -2% | -$61.9K | 2.4% | 13 |
|
|
2022
Q1 | $3.83M | Buy |
+50,126
| New | +$3.83M | 2.76% | 12 |
|