WGC
Watts Gwilliam & Co’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.21M | Sell |
12,997
-1,015
| -7% | -$94.9K | 0.26% | 73 |
|
|
2024
Q4 | $1.23M | Sell |
14,012
-1,752
| -11% | -$154K | 0.26% | 76 |
|
|
2024
Q3 | $1.44M | Buy |
+15,764
| New | +$1.44M | 0.31% | 67 |
|
|
2024
Q1 | $1.35M | Buy |
+14,379
| New | +$1.35M | 0.42% | 53 |
|