Northwest 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 | $305K | Sell |
|
|||||
|
2025
Q2 | $332K | Buy |
|
|||||
|
2025
Q1 | $366K | Sell |
|
|||||
|
2024
Q4 | $343K | Buy |
|
|||||
|
2024
Q3 | $338K | Sell |
|
|||||
|
2024
Q2 | $356K | Sell |
|
|||||
|
2024
Q1 | $470K | Buy |
|
|||||
|
2023
Q4 | $417K | Buy |
|
|||||
|
2023
Q3 | $450K | Buy |
|
|||||
|
2023
Q2 | $404K | Buy |
|
|||||
|
2023
Q1 | $412K | Buy |
|
|||||
|
2022
Q4 | $413K | Buy |
|
|||||
|
2022
Q3 | $340K | Buy |
|
|||||
|
2022
Q2 | $337K | Buy |
|
|||||
|
2022
Q1 | $360K | Buy |
|
|||||
|
2021
Q4 | $261K | Buy |
|
|||||
|
2021
Q3 | $245K | Buy |
|
|||||
|
2021
Q2 | $254K | Buy |
|
|||||
|
2021
Q1 | $231K | Buy |
|