LWM
LJI 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 | $364K | Buy |
4,291
+706
| +20% | +$59.9K | 0.06% | 127 |
|
|
2025
Q1 | $335K | Buy |
3,585
+45
| +1% | +$4.21K | 0.07% | 124 |
|
|
2024
Q4 | $303K | Sell |
3,540
-2
| -0.1% | -$171 | 0.06% | 134 |
|
|
2024
Q3 | $311K | Sell |
3,542
-98
| -3% | -$8.61K | 0.06% | 144 |
|
|
2024
Q2 | $332K | Buy |
+3,640
| New | +$332K | 0.07% | 135 |
|
|
2024
Q1 | – | Sell |
-3,258
| Closed | -$273K | – | 180 |
|
|
2023
Q4 | $273K | Sell |
3,258
-32
| -1% | -$2.68K | 0.07% | 139 |
|
|
2023
Q3 | $297K | Buy |
3,290
+400
| +14% | +$36.2K | 0.09% | 124 |
|
|
2023
Q2 | $235K | Sell |
2,890
-200
| -6% | -$16.2K | 0.07% | 140 |
|
|
2023
Q1 | $256K | Sell |
3,090
-115
| -4% | -$9.53K | 0.08% | 128 |
|
|
2022
Q4 | $280K | Buy |
+3,205
| New | +$280K | 0.1% | 104 |
|