Lodestone Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $553K | Sell |
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|
2025
Q2 | $530K | Buy |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $469K | Buy |
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|
2024
Q3 | $380K | Sell |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $486K | Buy |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $302K | Buy |
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