MGB Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8K | Hold |
1,000
| – | – | 0.03% | 248 |
|
|
2025
Q1 | $93.5K | Hold |
1,000
| – | – | 0.03% | 231 |
|
|
2024
Q4 | $85.7K | Hold |
1,000
| – | – | 0.03% | 225 |
|
|
2024
Q3 | $87.8K | Hold |
1,000
| – | – | 0.03% | 218 |
|
|
2024
Q2 | $90.5K | Hold |
1,000
| – | – | 0.03% | 219 |
|
|
2024
Q1 | $94.4K | Hold |
1,000
| – | – | 0.04% | 206 |
|
|
2023
Q4 | $83.8K | Buy |
+1,000
| New | +$83.8K | 0.04% | 206 |
|