Redwood Wealth Management 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 | $532K | Sell |
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|
2025
Q2 | $515K | Sell |
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|
2025
Q1 | $581K | Sell |
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|
2024
Q4 | $552K | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $94.6K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $306K | Buy |
|