Moulton 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 | $753K | Buy |
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|
2025
Q2 | $686K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.69M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $3.66M | Sell |
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|
2024
Q1 | $3.95M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.07M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.5M | Sell |
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|
2021
Q1 | $7.22M | Buy |
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|
2020
Q4 | $4.65M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.74M | Buy |
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