Lakeridge Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$224K Buy
2024
Q4
$205K Buy
2024
Q3
$209K Buy
2024
Q2
$215K Buy
2024
Q1
$206K Buy