Activest Wealth Management’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
Q2 | $1.93M | Sell |
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|
2025
Q1 | $2.22M | Sell |
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|
2024
Q4 | $2.26M | Sell |
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|
2024
Q3 | $2.34M | Sell |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $216K | Buy |
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|
2023
Q3 | $157K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $77.5K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $583K | Buy |
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|
2022
Q2 | $88K | Sell |
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|
2022
Q1 | $122K | Sell |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $64K | Hold |
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|
2021
Q2 | $66K | Buy |
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|
2021
Q1 | $40K | Buy |
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