LGWM
Litman Gregory 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 | $431K | Hold |
5,085
| – | – | 0.03% | 101 |
|
|
2025
Q1 | $475K | Hold |
5,085
| – | – | 0.04% | 91 |
|
|
2024
Q4 | $436K | Hold |
5,085
| – | – | 0.04% | 92 |
|
|
2024
Q3 | $446K | Hold |
5,085
| – | – | 0.04% | 94 |
|
|
2024
Q2 | $463K | Sell |
5,085
-103
| -2% | -$9.39K | 0.04% | 87 |
|
|
2024
Q1 | $490K | Buy |
5,188
+149
| +3% | +$14.1K | 0.04% | 85 |
|
|
2023
Q4 | $422K | Hold |
5,039
| – | – | 0.04% | 89 |
|
|
2023
Q3 | $455K | Hold |
5,039
| – | – | 0.05% | 87 |
|
|
2023
Q2 | $409K | Buy |
+5,039
| New | +$409K | 0.05% | 62 |
|
|
2023
Q1 | – | Sell |
-5,039
| Closed | -$441K | – | 109 |
|
|
2022
Q4 | $441K | Hold |
5,039
| – | – | 0.06% | 60 |
|
|
2022
Q3 | $363K | Hold |
5,039
| – | – | 0.06% | 55 |
|
|
2022
Q2 | $360K | Buy |
+5,039
| New | +$360K | 0.05% | 68 |
|
|
2018
Q4 | – | Sell |
-56
| Closed | -$4K | – | 154 |
|
|
2018
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 105 |
|
|
2018
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 88 |
|
|
2018
Q1 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 155 |
|