Anchor Investment 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 | $260K | Buy |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $277K | Buy |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $161K | Buy |
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|
2021
Q3 | $149K | Sell |
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|
2021
Q2 | $213K | Hold |
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|
2021
Q1 | $194K | Hold |
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|
2020
Q4 | $150K | Buy |
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|
2020
Q3 | $61.7K | Sell |
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|
2020
Q2 | $87.4K | Sell |
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|
2020
Q1 | $84K | Sell |
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|
2019
Q4 | $192K | Buy |
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|
2019
Q3 | $182K | Sell |
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|
2019
Q2 | $204K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $26.3K | Hold |
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|
2018
Q3 | $34.8K | Hold |
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|
2018
Q2 | $34.9K | Hold |
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|
2018
Q1 | $30.9K | Hold |
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|
2017
Q4 | $33.2K | Buy |
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|
2017
Q3 | $17.1K | Hold |
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|
2017
Q2 | $16.2K | Hold |
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|
2017
Q1 | $17.5K | Buy |
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|
2016
Q4 | $15.1K | Hold |
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|
2016
Q3 | $14.1K | Hold |
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|
2016
Q2 | $13.6K | Hold |
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|
2016
Q1 | $12.4K | Buy |
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