Private Wealth Group’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
Q3 | $281K | Hold |
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|
2025
Q2 | $266K | Hold |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $1.1M | Hold |
|
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.21M | Buy |
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|
2024
Q1 | $1.21M | Hold |
|
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|
2023
Q4 | $1.08M | Sell |
|
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.05M | Sell |
|
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|
2023
Q1 | $1.11M | Sell |
|
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|
2022
Q4 | $1.21M | Sell |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $2.67M | Buy |
|
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.92M | Sell |
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|
2021
Q2 | $1.99M | Sell |
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|
2021
Q1 | $1.84M | Buy |
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|
2020
Q4 | $927K | Buy |
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|
2020
Q3 | $631K | Sell |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $666K | Buy |
|