Premier Path Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
39,556
+3,867
| +11% | +$328K | 0.47% | 45 |
|
|
2025
Q1 | $3.34M | Buy |
35,689
+1
| +0% | +$93 | 0.52% | 40 |
|
|
2024
Q4 | $3.06M | Sell |
35,688
-2,249
| -6% | -$193K | 0.47% | 46 |
|
|
2024
Q3 | $3.33M | Buy |
37,937
+2,190
| +6% | +$192K | 0.53% | 40 |
|
|
2024
Q2 | $3.26M | Sell |
35,747
-521
| -1% | -$47.5K | 0.56% | 38 |
|
|
2024
Q1 | $3.42M | Buy |
36,268
+3,921
| +12% | +$370K | 0.64% | 34 |
|
|
2023
Q4 | $2.75M | Buy |
+32,347
| New | +$2.75M | 0.61% | 34 |
|