Lifeworks Advisors’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
Q3 | $503K | Sell |
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|
2025
Q2 | $483K | Sell |
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|
2025
Q1 | $602K | Sell |
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|
2024
Q4 | $919K | Sell |
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|
2024
Q3 | $958K | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $979K | Sell |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $287K | Buy |
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