TrueWealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $759K | Buy |
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|
2025
Q2 | $720K | Sell |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $841K | Sell |
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|
2024
Q1 | $957K | Sell |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $925K | Buy |
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|
2023
Q1 | $825K | Buy |
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|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $602K | Sell |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $656K | Hold |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $957K | Sell |
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|
2021
Q2 | $994K | Buy |
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|
2021
Q1 | $814K | Sell |
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|
2020
Q4 | $754K | Buy |
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