Adamsbrown Wealth Consultants’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 | $211K | Buy |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $214K | Buy |
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|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $288K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | $258K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $406K | Hold |
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|
2021
Q4 | $295K | Buy |
|