WFAG
Worth Financial Advisory Group’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 | $717K | Buy |
8,453
+229
| +3% | +$19.4K | 0.44% | 53 |
|
|
2025
Q1 | $769K | Buy |
8,224
+108
| +1% | +$10.1K | 0.49% | 51 |
|
|
2024
Q4 | $695K | Buy |
8,116
+50
| +0.6% | +$4.28K | 0.43% | 61 |
|
|
2024
Q3 | $708K | Buy |
8,066
+151
| +2% | +$13.3K | 0.42% | 60 |
|
|
2024
Q2 | $721K | Buy |
7,915
+63
| +0.8% | +$5.74K | 0.47% | 52 |
|
|
2024
Q1 | $741K | Sell |
7,852
-132
| -2% | -$12.5K | 0.51% | 51 |
|
|
2023
Q4 | $669K | Sell |
7,984
-126
| -2% | -$10.6K | 0.53% | 47 |
|
|
2023
Q3 | $733K | Buy |
8,110
+70
| +0.9% | +$6.33K | 0.66% | 39 |
|
|
2023
Q2 | $653K | Sell |
8,040
-526
| -6% | -$42.7K | 0.61% | 41 |
|
|
2023
Q1 | $710K | Buy |
8,566
+1,469
| +21% | +$122K | 0.68% | 40 |
|
|
2022
Q4 | $621K | Buy |
+7,097
| New | +$621K | 0.72% | 40 |
|