WealthPLAN Partners’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 | $454K | Buy |
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|
2025
Q2 | $341K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $509K | Sell |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $756K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $594K | Buy |
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|
2021
Q3 | $460K | Sell |
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|
2021
Q2 | $410K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Buy |
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|
2018
Q4 | $205K | Sell |
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|
2018
Q3 | $258K | Sell |
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|
2018
Q2 | $4.72M | Buy |
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|
2018
Q1 | $3.29M | Buy |
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|
2017
Q4 | $2.37M | Sell |
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|
2017
Q3 | $4.42M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q3 | $194K | Sell |
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|
2016
Q2 | $159K | Buy |
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|
2015
Q4 | $135K | Buy |
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|
2015
Q2 | $41K | Buy |
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|
2015
Q1 | $44K | Buy |
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