Monterey Private Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $265K | Hold |
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|
2024
Q1 | $275K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $263K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $207K | Hold |
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|
2022
Q2 | $204K | Hold |
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|
2022
Q1 | $221K | Buy |
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