Allie Family Office’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 | $620K | Buy |
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|
2025
Q1 | $629K | Buy |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $617K | Buy |
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|
2024
Q2 | $615K | Buy |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $469K | Sell |
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|
2023
Q2 | $527K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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