KWAG
XLE icon

Kiely Wealth Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Kiely Wealth Advisory Group’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$25.2K Hold
278
– – 0.02% 150
2024
Q3 		$26.1K Hold
278
– – 0.02% 151
2024
Q2 		$24.8K Hold
278
– – 0.01% 141
2024
Q1 		$26.8K Hold
278
– – 0.02% 127
2023
Q4 		$23.3K Buy
+278
New +$23.3K 0.01% 129