Worth Financial Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Worth Financial Advisory 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 Q2	$717K	Buy
2025 Q1	$769K	Buy
2024 Q4	$695K	Buy
2024 Q3	$708K	Buy
2024 Q2	$721K	Buy
2024 Q1	$741K	Sell
2023 Q4	$669K	Sell
2023 Q3	$733K	Buy
2023 Q2	$653K	Sell
2023 Q1	$710K	Buy
2022 Q4	$621K	Buy