WWM
WJ Wealth Management’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 | $250K | Sell |
2,950
-9,163
| -76% | -$777K | 0.08% | 88 |
|
|
2025
Q1 | $1.13M | Sell |
12,113
-1,690
| -12% | -$158K | 0.4% | 36 |
|
|
2024
Q4 | $1.18M | Sell |
13,803
-1,310
| -9% | -$112K | 0.41% | 36 |
|
|
2024
Q3 | $1.33M | Sell |
15,113
-350
| -2% | -$30.7K | 0.47% | 31 |
|
|
2024
Q2 | $1.41M | Sell |
15,463
-650
| -4% | -$59.2K | 0.51% | 33 |
|
|
2024
Q1 | $1.52M | Sell |
16,113
-800
| -5% | -$75.5K | 0.61% | 36 |
|
|
2023
Q4 | $1.42M | Sell |
16,913
-72
| -0.4% | -$6.04K | 0.62% | 36 |
|
|
2023
Q3 | $1.54M | Sell |
16,985
-1,378
| -8% | -$125K | 0.75% | 28 |
|
|
2023
Q2 | $1.49M | Buy |
18,363
+7,714
| +72% | +$626K | 0.7% | 29 |
|
|
2023
Q1 | $882K | Sell |
10,649
-96,926
| -90% | -$8.03M | 0.6% | 31 |
|
|
2022
Q4 | $9.41M | Buy |
107,575
+18,519
| +21% | +$1.62M | 5.46% | 8 |
|
|
2022
Q3 | $6.41M | Sell |
89,056
-58,122
| -39% | -$4.18M | 4.02% | 12 |
|
|
2022
Q2 | $10.5M | Buy |
147,178
+19,901
| +16% | +$1.42M | 7.48% | 4 |
|
|
2022
Q1 | $9.72M | Buy |
+127,277
| New | +$9.72M | 6.47% | 6 |
|
|
2021
Q3 | – | Sell |
-5,065
| Closed | -$273K | – | 57 |
|
|
2021
Q2 | $273K | Buy |
+5,065
| New | +$273K | 0.85% | 35 |
|