1IA
1834 Investment Advisors’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 | $419K | Sell |
4,944
-293
| -6% | -$24.8K | 0.05% | 171 |
|
|
2025
Q1 | $489K | Sell |
5,237
-2,678
| -34% | -$250K | 0.06% | 159 |
|
|
2024
Q4 | $678K | Sell |
7,915
-750
| -9% | -$64.2K | 0.09% | 134 |
|
|
2024
Q3 | $761K | Sell |
8,665
-3,244
| -27% | -$285K | 0.09% | 139 |
|
|
2024
Q2 | $1.09M | Sell |
11,909
-24
| -0.2% | -$2.19K | 0.13% | 113 |
|
|
2024
Q1 | $1.13M | Sell |
11,933
-1,242
| -9% | -$117K | 0.13% | 107 |
|
|
2023
Q4 | $1.1M | Sell |
13,175
-610
| -4% | -$51.1K | 0.13% | 108 |
|
|
2023
Q3 | $1.25M | Sell |
13,785
-743
| -5% | -$67.2K | 0.15% | 112 |
|
|
2023
Q2 | $1.18M | Sell |
14,528
-192
| -1% | -$15.6K | 0.14% | 113 |
|
|
2023
Q1 | $1.22M | Sell |
14,720
-39,803
| -73% | -$3.3M | 0.15% | 113 |
|
|
2022
Q4 | $4.77M | Sell |
54,523
-18,205
| -25% | -$1.59M | 0.68% | 50 |
|
|
2022
Q3 | $5.24M | Buy |
72,728
+9,510
| +15% | +$685K | 0.78% | 49 |
|
|
2022
Q2 | $4.52M | Buy |
63,218
+6,808
| +12% | +$487K | 0.64% | 49 |
|
|
2022
Q1 | $4.31M | Buy |
56,410
+46,705
| +481% | +$3.57M | 0.53% | 51 |
|
|
2021
Q4 | $539K | Buy |
9,705
+25
| +0.3% | +$1.39K | 0.06% | 131 |
|
|
2021
Q3 | $504K | Sell |
9,680
-7,320
| -43% | -$381K | 0.06% | 133 |
|
|
2021
Q2 | $916K | Buy |
17,000
+6,370
| +60% | +$343K | 0.11% | 111 |
|
|
2021
Q1 | $522K | Buy |
10,630
+1,000
| +10% | +$49.1K | 0.07% | 128 |
|
|
2020
Q4 | $365K | Buy |
9,630
+9,430
| +4,715% | +$357K | 0.05% | 152 |
|
|
2020
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 349 |
|
|
2020
Q1 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 357 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | -$1K | – | 496 |
|
|
2019
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 452 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 473 |
|
|
2018
Q1 | $0 | Sell |
4
-900
| -100% | – | ﹤0.01% | 481 |
|
|
2017
Q4 | $65K | Buy |
+904
| New | +$65K | 0.01% | 272 |
|