Wealth Effects’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 | $777K | Sell |
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|
2025
Q2 | $744K | Sell |
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|
2025
Q1 | $873K | Sell |
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|
2024
Q4 | $872K | Buy |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $880K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $897K | Buy |
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|
2023
Q3 | $312K | Sell |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $318K | Sell |
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|
2022
Q2 | $634K | Sell |
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|
2022
Q1 | $850K | Buy |
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|
2021
Q4 | $389K | Buy |
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