KFA Private Wealth Group’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
$677K Sell
2025
Q2
$720K Buy
2025
Q1
$780K Buy
2024
Q4
$427K Buy
2024
Q3
$201K Buy
2024
Q2
$207K Sell
2024
Q1
$270K Buy
2023
Q4
$209K Buy