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ORG Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

ORG Wealth Partners’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$24.3K Hold
284
– – 0.01% 404
2025
Q1 		$26.7K Hold
284
– – 0.01% 403
2024
Q4 		$24.3K Sell
284
-47
-14% -$4.03K 0.01% 326
2024
Q3 		$29.1K Buy
+331
New +$29.1K 0.01% 305