Ironwood Wealth Management (West Virginia)’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 | $4.13M | Buy |
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|
2025
Q2 | $4.2M | Buy |
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|
2025
Q1 | $3.65M | Sell |
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|
2024
Q4 | $4.29M | Buy |
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|
2024
Q3 | $4.45M | Buy |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $4.63M | Buy |
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|
2023
Q4 | $3.85M | Sell |
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|
2023
Q3 | $4.02M | Buy |
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|
2023
Q2 | $3.73M | Sell |
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|
2023
Q1 | $4.01M | Sell |
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|
2022
Q4 | $4.26M | Sell |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $3.5M | Sell |
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|
2022
Q1 | $3.83M | Buy |
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