Massachusetts 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 | $3.28M | Buy |
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|
2025
Q2 | $2.99M | Buy |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.89M | Buy |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.64M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $2M | Buy |
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