Appleton Partners’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 | $23.1M | Sell |
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|
2025
Q1 | $25.5M | Buy |
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|
2024
Q4 | $22M | Buy |
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|
2024
Q3 | $22.3M | Buy |
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|
2024
Q2 | $21.7M | Sell |
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|
2024
Q1 | $23.2M | Sell |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $19.9M | Buy |
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|
2023
Q2 | $17.6M | Buy |
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|
2023
Q1 | $15M | Buy |
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|
2022
Q4 | $15.4M | Buy |
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|
2022
Q3 | $11.7M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $4.82M | Buy |
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|
2021
Q3 | $4M | Buy |
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|
2021
Q2 | $3.74M | Buy |
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|
2021
Q1 | $3.07M | Buy |
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|
2020
Q4 | $2.06M | Buy |
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|
2020
Q3 | $1.6M | Buy |
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|
2020
Q2 | $1.85M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $2.74M | Sell |
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|
2019
Q3 | $2.9M | Buy |
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|
2019
Q2 | $3.08M | Buy |
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|
2019
Q1 | $3.12M | Buy |
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|
2018
Q4 | $2.52M | Buy |
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|
2018
Q3 | $3.02M | Buy |
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|
2018
Q2 | $2.65M | Buy |
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|
2018
Q1 | $2.01M | Buy |
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|
2017
Q4 | $2.03M | Sell |
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|
2017
Q3 | $1.97M | Buy |
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|
2017
Q2 | $1.82M | Sell |
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|
2017
Q1 | $1.99M | Buy |
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|
2016
Q4 | $417K | Buy |
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|
2016
Q3 | $300K | Buy |
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