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Pines Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Pines Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.94M Buy
22,341
+932
+4% +$81.1K 0.69% 31
2025
Q1 		$1.64M Buy
21,409
+1,116
+5% +$85.3K 0.76% 31
2024
Q4 		$1.79M Buy
+20,293
New +$1.79M 0.78% 30