WIA
Wetzel Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
3,018
-274
| -8% | -$23.2K | 0.12% | 103 |
|
|
2025
Q1 | $308K | Sell |
3,292
-54
| -2% | -$5.05K | 0.16% | 95 |
|
|
2024
Q4 | $287K | Buy |
3,346
+18
| +0.5% | +$1.54K | 0.14% | 99 |
|
|
2024
Q3 | $292K | Sell |
3,328
-2,141
| -39% | -$188K | 0.15% | 96 |
|
|
2024
Q2 | $516K | Hold |
5,469
| – | – | 0.3% | 60 |
|
|
2024
Q1 | $513K | Sell |
5,469
-35
| -0.6% | -$3.28K | 0.3% | 59 |
|
|
2023
Q4 | $461K | Buy |
+5,504
| New | +$461K | 0.28% | 58 |
|