WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $30.1K | Sell |
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|
2024
Q3 | $39.4K | Buy |
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|
2024
Q2 | $40.6K | Sell |
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|
2024
Q1 | $44.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $133K | Sell |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $223K | Sell |
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|
2022
Q3 | $628K | Sell |
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|
2022
Q2 | $701K | Sell |
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|
2022
Q1 | $777K | Buy |
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