Worth Asset 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
Sell
2025
Q1
$932K Buy
2024
Q4
$810K Buy
2024
Q2
Sell
2024
Q1
$1.47M Buy
2023
Q1
Sell
2022
Q4
$22K Buy
2022
Q3
$2K Sell
2022
Q2
$55K Sell
2022
Q1
$61K Buy