Andesa Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $663K | Buy |
|
|||||
|
2022
Q4 | $792K | Sell |
|
|||||
|
2022
Q3 | $1.3M | Buy |
|
|||||
|
2022
Q2 | $657K | Buy |
|
|||||
|
2022
Q1 | $692K | Hold |
|
|||||
|
2021
Q4 | $502K | Buy |
|
|||||
|
2021
Q3 | $407K | Sell |
|
|||||
|
2021
Q2 | $858K | Hold |
|
|||||
|
2021
Q1 | $782K | Buy |
|
|||||
|
2020
Q4 | $312K | Sell |
|
|||||
|
2020
Q3 | $638K | Buy |
|
|||||
|
2020
Q2 | $706K | Buy |
|
|||||
|
2020
Q1 | $380K | Buy |
|