Wealthspan Partners’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 | $249K | Sell |
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|
2025
Q2 | $261K | Sell |
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|
2025
Q1 | $317K | Buy |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $307K | Sell |
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|
2024
Q2 | $336K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $385K | Sell |
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|
2023
Q2 | $389K | Sell |
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|
2023
Q1 | $425K | Sell |
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|
2022
Q4 | $457K | Buy |
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|
2022
Q3 | $325K | Buy |
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