Acima Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $36.5K | Hold |
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|
2025
Q2 | $34.6K | Sell |
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|
2025
Q1 | $94.6K | Sell |
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|
2024
Q4 | $422K | Hold |
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|
2024
Q3 | $432K | Hold |
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|
2024
Q2 | $449K | Hold |
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|
2024
Q1 | $465K | Hold |
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|
2023
Q4 | $413K | Hold |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $400K | Hold |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $431K | Sell |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $397K | Sell |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $325K | Sell |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $340K | Hold |
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|
2021
Q1 | $310K | Hold |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $104K | Sell |
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|
2020
Q1 | $788K | Sell |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $2.23M | Buy |
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|
2019
Q2 | $659K | Buy |
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|
2019
Q1 | $608K | Buy |
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|
2018
Q4 | $358K | Buy |
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