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Parr McKnight Wealth Management Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.44M Sell
16,977
-507
-3% -$43K 0.2% 136
2025
Q1 		$1.63M Sell
17,484
-5
-0% -$467 0.24% 124
2024
Q4 		$1.5M Buy
+17,489
New +$1.5M 0.21% 118