Principle Wealth Partners’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 | $691K | Sell |
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|
2025
Q1 | $864K | Sell |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $820K | Sell |
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|
2024
Q2 | $879K | Buy |
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|
2024
Q1 | $896K | Hold |
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|
2023
Q4 | $796K | Sell |
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|
2023
Q3 | $922K | Buy |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $5.32M | Sell |
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|
2022
Q4 | $5.63M | Buy |
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|
2022
Q3 | $4.38K | Buy |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | $858K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $95K | Buy |
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