RWA Wealth Partners’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
$236K Buy
2025
Q1
Sell
2024
Q4
$213K Buy
2024
Q3
Sell
2024
Q2
$424K Buy
2024
Q1
$269K Buy
2023
Q4
$238K Buy
2023
Q3
$235K Buy
2018
Q4
Sell
2018
Q3
$2.66M Sell
2018
Q2
$5.7M Buy
2018
Q1
$10K Buy