Pursue Wealth Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Pursue Wealth Partners’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$236K	Hold
2025 Q1	$260K	Hold
2024 Q4	$238K	Hold
2024 Q3	$244K	Hold
2024 Q2	$253K	Buy
2023 Q2	–	Sell
2023 Q1	$297K	Buy
2022 Q2	–	Sell
2022 Q1	$759K	Buy
2021 Q4	$405K	Buy