Wells Financial Advisors’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 | – | Sell |
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|
2025
Q2 | $120K | Hold |
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|
2025
Q1 | $132K | Hold |
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|
2024
Q4 | $121K | Hold |
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|
2024
Q3 | $124K | Sell |
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|
2024
Q2 | $130K | Sell |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $309K | Hold |
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|
2023
Q3 | $333K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $320K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $58K | Buy |
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