Wealth Enhancement Advisory Services’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 | $19.7M | Sell |
226,210
-4,258
| -2% | -$371K | 0.03% | 426 |
|
|
2025
Q1 | $21.5M | Buy |
230,468
+4,766
| +2% | +$445K | 0.04% | 373 |
|
|
2024
Q4 | $19.3M | Buy |
225,702
+70,927
| +46% | +$6.08M | 0.04% | 380 |
|
|
2024
Q3 | $13.6M | Sell |
154,775
-8,708
| -5% | -$765K | 0.03% | 442 |
|
|
2024
Q2 | $14.9M | Buy |
163,483
+42,961
| +36% | +$3.92M | 0.04% | 391 |
|
|
2024
Q1 | $11.4M | Sell |
120,522
-814
| -0.7% | -$76.9K | 0.03% | 439 |
|
|
2023
Q4 | $10.2M | Buy |
121,336
+2,451
| +2% | +$205K | 0.03% | 429 |
|
|
2023
Q3 | $10.7M | Buy |
118,885
+114,846
| +2,843% | +$10.4M | 0.04% | 390 |
|
|
2023
Q2 | $328K | Sell |
4,039
-878
| -18% | -$71.3K | ﹤0.01% | 420 |
|
|
2023
Q1 | $407K | Buy |
4,917
+1,010
| +26% | +$83.7K | ﹤0.01% | 405 |
|
|
2022
Q4 | $348K | Sell |
3,907
-26
| -0.7% | -$2.32K | ﹤0.01% | 287 |
|
|
2022
Q3 | $322K | Buy |
3,933
+349
| +10% | +$28.6K | ﹤0.01% | 293 |
|
|
2022
Q2 | $254K | Buy |
3,584
+426
| +13% | +$30.2K | ﹤0.01% | 314 |
|
|
2022
Q1 | $244K | Sell |
3,158
-443
| -12% | -$34.2K | ﹤0.01% | 297 |
|
|
2021
Q4 | $241K | Buy |
+3,601
| New | +$241K | ﹤0.01% | 285 |
|