TruWealth Advisors’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 | $220K | Sell |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $231K | Sell |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $283K | Sell |
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|
2023
Q3 | $1.75M | Sell |
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|
2023
Q2 | $5.1M | Sell |
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|
2023
Q1 | $7.57M | Buy |
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|
2022
Q4 | $7.66M | Buy |
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|
2022
Q3 | $6.22M | Buy |
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|
2022
Q2 | $5.89M | Buy |
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|
2022
Q1 | $2.79M | Buy |
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