LWM
Lakeridge Wealth Management’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 | – | Sell |
-2,402
| Closed | -$224K | – | 157 |
|
|
2025
Q1 | $224K | Buy |
2,402
+11
| +0.5% | +$1.03K | 0.11% | 140 |
|
|
2024
Q4 | $205K | Buy |
2,391
+11
| +0.5% | +$942 | 0.11% | 144 |
|
|
2024
Q3 | $209K | Buy |
2,380
+23
| +1% | +$2.02K | 0.11% | 148 |
|
|
2024
Q2 | $215K | Buy |
2,357
+175
| +8% | +$15.9K | 0.13% | 136 |
|
|
2024
Q1 | $206K | Buy |
+2,182
| New | +$206K | 0.13% | 127 |
|