Wagner 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
Q2 | $6.26K | Buy |
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|
2025
Q1 | $6.83K | Hold |
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|
2024
Q4 | $6.22K | Buy |
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|
2024
Q3 | $6.32K | Sell |
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|
2024
Q2 | $68.4K | Sell |
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|
2024
Q1 | $76.6K | Sell |
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|
2023
Q4 | $97.1K | Hold |
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|
2023
Q3 | $105K | Buy |
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|
2023
Q2 | $66K | Buy |
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|
2023
Q1 | $62K | Sell |
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|
2022
Q4 | $107K | Buy |
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|
2022
Q3 | $83K | Sell |
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|
2022
Q2 | $88K | Buy |
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|
2022
Q1 | $79K | Buy |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $18K | Buy |
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|
2021
Q1 | $12K | Sell |
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|
2020
Q4 | $10K | Buy |
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|
2018
Q3 | $418K | Sell |
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|
2018
Q2 | $619K | Buy |
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|
2018
Q1 | $312K | Buy |
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|
2017
Q4 | $344K | Buy |
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