KPWG
KFA Private Wealth Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
8,492
+147
| +2% | +$12.5K | 0.22% | 53 |
|
|
2025
Q1 | $780K | Buy |
8,345
+3,358
| +67% | +$314K | 0.27% | 44 |
|
|
2024
Q4 | $427K | Buy |
4,987
+2,703
| +118% | +$232K | 0.18% | 55 |
|
|
2024
Q3 | $201K | Buy |
2,284
+12
| +0.5% | +$1.05K | 0.1% | 82 |
|
|
2024
Q2 | $207K | Sell |
2,272
-587
| -21% | -$53.5K | 0.11% | 75 |
|
|
2024
Q1 | $270K | Buy |
2,859
+361
| +14% | +$34.1K | 0.08% | 84 |
|
|
2023
Q4 | $209K | Buy |
+2,498
| New | +$209K | 0.08% | 81 |
|