Journey Strategic Wealth’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 | $2.7M | Sell |
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|
2025
Q2 | $2.65M | Sell |
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|
2025
Q1 | $9.47M | Buy |
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|
2024
Q4 | $7.71M | Buy |
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|
2024
Q3 | $6.51M | Buy |
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|
2024
Q2 | $5.19M | Buy |
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|
2024
Q1 | $4.62M | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $276K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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