WealthBridge Capital 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
Q3 | $276K | Sell |
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|
2025
Q2 | $348K | Sell |
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|
2025
Q1 | $727K | Sell |
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|
2024
Q4 | $734K | Buy |
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|
2024
Q3 | $699K | Buy |
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|
2024
Q2 | $719K | Buy |
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|
2024
Q1 | $630K | Buy |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $601K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $256K | Sell |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $262K | Sell |
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|
2021
Q2 | $469K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | $230K | Sell |
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|
2018
Q4 | $257K | Buy |
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