PCG 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 | $389K | Buy |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $2.24M | Sell |
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|
2024
Q3 | $2.32M | Sell |
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|
2024
Q2 | $2.41M | Buy |
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|
2024
Q1 | $2.3M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $3.68M | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $4.8M | Buy |
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|
2022
Q4 | $4.88M | Buy |
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