RMR Wealth Builders’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $793K | Buy |
12,942
+869
| +7% | +$46.6K | 0.06% | 132 |
|
|
2025
Q4 | $540K | Sell |
12,073
-4,197
| -26% | -$187K | 0.04% | 160 |
|
|
2025
Q3 | $727K | Buy |
16,270
+58
| +0.4% | +$2.54K | 0.06% | 139 |
|
|
2025
Q2 | $687K | Sell |
16,212
-584
| -3% | -$24.3K | 0.06% | 146 |
|
|
2025
Q1 | $785K | Sell |
16,796
-3,866
| -19% | -$174K | 0.08% | 121 |
|
|
2024
Q4 | $885K | Sell |
20,662
-180
| -0.9% | -$8.18K | 0.09% | 117 |
|
|
2024
Q3 | $915K | Sell |
20,842
-4,084
| -16% | -$183K | 0.1% | 108 |
|
|
2024
Q2 | $1.14M | Buy |
24,926
+848
| +4% | +$39.5K | 0.13% | 90 |
|
|
2024
Q1 | $1.14M | Sell |
24,078
-722
| -3% | -$31K | 0.14% | 89 |
|
|
2023
Q4 | $1.04M | Sell |
24,800
-8,456
| -25% | -$362K | 0.15% | 81 |
|
|
2023
Q3 | $1.5M | Sell |
33,256
-912
| -3% | -$39.9K | 0.24% | 51 |
|
|
2023
Q2 | $1.39M | Sell |
34,168
-1,404
| -4% | -$57.2K | 0.24% | 51 |
|
|
2023
Q1 | $1.47M | Buy |
35,572
+16,124
| +83% | +$689K | 0.28% | 44 |
|
|
2022
Q4 | $851K | Sell |
19,448
-2,124
| -10% | -$92.5K | 0.19% | 64 |
|
|
2022
Q3 | $777K | Sell |
21,572
-880
| -4% | -$33.3K | 0.19% | 61 |
|
|
2022
Q2 | $803K | Sell |
22,452
-20,662
| -48% | -$829K | 0.2% | 71 |
|
|
2022
Q1 | $1.65M | Buy |
43,114
+24,418
| +131% | +$846K | 0.35% | 47 |
|
|
2021
Q4 | $519K | Buy |
18,696
+3,734
| +25% | +$106K | 0.15% | 66 |
|
|
2021
Q3 | $390K | Buy |
14,962
+834
| +6% | +$20.7K | 0.11% | 114 |
|
|
2021
Q2 | $381K | Buy |
14,128
+2,798
| +25% | +$72.8K | 0.12% | 115 |
|
|
2021
Q1 | $278K | Buy |
+11,330
| New | +$261K | 0.07% | 145 |
|
|
2020
Q3 | – | Sell |
-320
| Closed | -$6K | – | 471 |
|
|
2020
Q2 | $6K | Buy |
+320
| New | +$5.95K | 0.01% | 375 |
|
|
2019
Q4 | $10K | Buy |
+320
| New | +$9.49K | 0.01% | 345 |
|
Other funds holding XLE
VMPIC
MMH