AmeriServ Wealth Advisors’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 | $475K | Sell |
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|
2025
Q2 | $2.02M | Buy |
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|
2025
Q1 | $2.22M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $202K | Hold |
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|
2017
Q4 | $207K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $237K | Sell |
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|
2014
Q3 | $274K | Hold |
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|
2014
Q2 | $302K | Sell |
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|
2014
Q1 | $420K | Sell |
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|
2013
Q4 | $1.16M | Sell |
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|
2013
Q3 | $1.13M | Buy |
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|
2013
Q2 | $1.05M | Buy |
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