Strata Wealth Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Strata Wealth Advisors’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	$390K	Hold
2025 Q1	$430K	Sell
2024 Q4	$397K	Hold
2024 Q3	$407K	Hold
2024 Q2	$422K	Hold
2024 Q1	$437K	Sell
2023 Q4	$420K	Hold
2023 Q3	$453K	Buy