MGWM
Marks Group 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 | $227K | Hold |
2,677
| – | – | 0.02% | 281 |
|
|
2025
Q1 | $250K | Sell |
2,677
-1,110
| -29% | -$104K | 0.02% | 283 |
|
|
2024
Q4 | $324K | Hold |
3,787
| – | – | 0.03% | 252 |
|
|
2024
Q3 | $333K | Sell |
3,787
-172
| -4% | -$15.1K | 0.03% | 248 |
|
|
2024
Q2 | $361K | Sell |
3,959
-120
| -3% | -$10.9K | 0.04% | 242 |
|
|
2024
Q1 | $385K | Buy |
4,079
+326
| +9% | +$30.8K | 0.04% | 240 |
|
|
2023
Q4 | $315K | Buy |
+3,753
| New | +$315K | 0.04% | 254 |
|
|
2021
Q1 | – | Sell |
-5,547
| Closed | -$210K | – | 273 |
|
|
2020
Q4 | $210K | Buy |
+5,547
| New | +$210K | 0.03% | 241 |
|