LWM
Lodestone 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 | $530K | Buy |
6,244
+605
| +11% | +$51.3K | 0.26% | 94 |
|
|
2025
Q1 | $527K | Buy |
5,639
+161
| +3% | +$15K | 0.28% | 84 |
|
|
2024
Q4 | $469K | Buy |
5,478
+1,152
| +27% | +$98.7K | 0.24% | 96 |
|
|
2024
Q3 | $380K | Sell |
4,326
-899
| -17% | -$78.9K | 0.19% | 102 |
|
|
2024
Q2 | $476K | Buy |
5,225
+77
| +1% | +$7.02K | 0.25% | 96 |
|
|
2024
Q1 | $486K | Buy |
5,148
+277
| +6% | +$26.2K | 0.25% | 95 |
|
|
2023
Q4 | $408K | Buy |
4,871
+141
| +3% | +$11.8K | 0.24% | 99 |
|
|
2023
Q3 | $428K | Buy |
4,730
+346
| +8% | +$31.3K | 0.3% | 79 |
|
|
2023
Q2 | $356K | Buy |
4,384
+888
| +25% | +$72.1K | 0.24% | 97 |
|
|
2023
Q1 | $290K | Buy |
3,496
+43
| +1% | +$3.56K | 0.22% | 107 |
|
|
2022
Q4 | $302K | Buy |
+3,453
| New | +$302K | 0.24% | 95 |
|