Selective Wealth Management’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 | $489K | Buy |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $439K | Buy |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $257K | Buy |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $95K | Sell |
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|
2022
Q2 | $125K | Buy |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Buy |
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