WE
Wealth Effects’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $744K | Sell |
8,775
-567
| -6% | -$48.1K | 0.28% | 70 |
|
|
2025
Q1 | $873K | Sell |
9,342
-835
| -8% | -$78K | 0.37% | 60 |
|
|
2024
Q4 | $872K | Buy |
10,177
+56
| +0.6% | +$4.8K | 0.31% | 63 |
|
|
2024
Q3 | $889K | Buy |
10,121
+465
| +5% | +$40.8K | 0.31% | 65 |
|
|
2024
Q2 | $880K | Sell |
9,656
-939
| -9% | -$85.6K | 0.32% | 66 |
|
|
2024
Q1 | $1M | Sell |
10,595
-108
| -1% | -$10.2K | 0.37% | 56 |
|
|
2023
Q4 | $897K | Buy |
10,703
+7,255
| +210% | +$608K | 0.34% | 67 |
|
|
2023
Q3 | $312K | Sell |
3,448
-72
| -2% | -$6.51K | 0.15% | 130 |
|
|
2023
Q2 | $286K | Sell |
3,520
-11
| -0.3% | -$893 | 0.13% | 139 |
|
|
2023
Q1 | $292K | Sell |
3,531
-1,797
| -34% | -$149K | 0.15% | 137 |
|
|
2022
Q4 | $466K | Buy |
5,328
+910
| +21% | +$79.6K | 0.27% | 88 |
|
|
2022
Q3 | $318K | Sell |
4,418
-4,445
| -50% | -$320K | 0.19% | 113 |
|
|
2022
Q2 | $634K | Sell |
8,863
-2,251
| -20% | -$161K | 0.38% | 64 |
|
|
2022
Q1 | $850K | Buy |
11,114
+4,104
| +59% | +$314K | 0.4% | 57 |
|
|
2021
Q4 | $389K | Buy |
+7,010
| New | +$389K | 0.16% | 124 |
|