WJ Wealth Management’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
Q2 | $250K | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.41M | Sell |
|
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|
2024
Q1 | $1.52M | Sell |
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|
2023
Q4 | $1.42M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $882K | Sell |
|
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|
2022
Q4 | $9.41M | Buy |
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|
2022
Q3 | $6.41M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $9.72M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $273K | Buy |
|