West Wealth Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

West Wealth Group’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$324K	Buy
2025 Q2	$314K	Buy
2023 Q3	–	Sell
2023 Q2	$236K	Buy
2023 Q1	$240K	Sell
2022 Q4	$1.35M	Sell
2022 Q3	$1.36M	Sell
2022 Q2	$3.51M	Sell
2022 Q1	$6.48M	Sell
2021 Q4	$5.92M	Buy