KWMG
King Wealth Management 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 | $5.84M | Buy |
68,879
+532
| +0.8% | +$45.1K | 0.79% | 27 |
|
|
2025
Q1 | $6.39M | Buy |
68,347
+2,228
| +3% | +$208K | 0.97% | 25 |
|
|
2024
Q4 | $5.66M | Buy |
66,119
+3,694
| +6% | +$316K | 0.83% | 27 |
|
|
2024
Q3 | $5.48M | Sell |
62,425
-2,096
| -3% | -$184K | 0.85% | 28 |
|
|
2024
Q2 | $5.88M | Sell |
64,521
-1,264
| -2% | -$115K | 0.98% | 26 |
|
|
2024
Q1 | $6.21M | Buy |
65,785
+1,323
| +2% | +$125K | 1.09% | 26 |
|
|
2023
Q4 | $5.41M | Buy |
64,462
+789
| +1% | +$66.2K | 1.04% | 27 |
|
|
2023
Q3 | $5.76M | Buy |
63,673
+2,533
| +4% | +$229K | 1.21% | 25 |
|
|
2023
Q2 | $4.96M | Buy |
61,140
+3,274
| +6% | +$266K | 1% | 28 |
|
|
2023
Q1 | $4.79M | Buy |
57,866
+372
| +0.6% | +$30.8K | 1.06% | 27 |
|
|
2022
Q4 | $5.03M | Buy |
57,494
+1,676
| +3% | +$147K | 1.2% | 26 |
|
|
2022
Q3 | $4.02M | Buy |
55,818
+2,216
| +4% | +$160K | 1.02% | 27 |
|
|
2022
Q2 | $3.83M | Buy |
+53,602
| New | +$3.83M | 0.92% | 28 |
|