New Wave Wealth Advisors’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
Q2
Sell
2025
Q1
$218K Sell
2024
Q4
$245K Sell
2024
Q3
$406K Hold
2024
Q2
$421K Buy