LPWM LLC’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 | $821K | Buy |
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|
2025
Q2 | $723K | Buy |
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|
2025
Q1 | $601K | Hold |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $896K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $908K | Buy |
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|
2023
Q3 | $704K | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $570K | Hold |
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|
2022
Q4 | $605K | Buy |
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|
2022
Q3 | $363K | Buy |
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|
2022
Q2 | $328K | Hold |
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|
2022
Q1 | $358K | Hold |
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $249K | Buy |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $471K | Buy |
|