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WT Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

WT Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26,965
Closed -$2.31M – 147
2024
Q4 		$2.31M Buy
26,965
+610
+2% +$52.3K 0.73% 41
2024
Q3 		$2.38M Buy
+26,355
New +$2.38M 0.76% 41