Wealthedge Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$223K Buy
2,633
+17
+0.6% +$1.44K 0.09% 128
2025
Q1
$245K Buy
2,616
+19
+0.7% +$1.78K 0.11% 139
2024
Q4
$222K Buy
+2,597
New +$222K 0.1% 142