Marion 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 | $1.72M | Buy |
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|
2025
Q2 | $1.62M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.53M | Buy |
|
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.51M | Buy |
|
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|
2023
Q4 | $1.34M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.26M | Buy |
|
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|
2023
Q1 | $1.25M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $793K | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $1.07M | Buy |
|