Asset Dedication LLC’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 | $4.33K | Sell |
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|
2025
Q1 | $14.9K | Buy |
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|
2024
Q4 | $12.6K | Sell |
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|
2024
Q3 | $18K | Hold |
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|
2024
Q2 | $18.7K | Sell |
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|
2024
Q1 | $79K | Buy |
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|
2023
Q4 | $61K | Hold |
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|
2023
Q3 | $65K | Sell |
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|
2023
Q2 | $178K | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $167K | Buy |
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|
2022
Q2 | $158K | Buy |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | $17K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $17K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $12K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $9K | Hold |
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|
2019
Q4 | $19K | Hold |
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|
2019
Q3 | $19K | Hold |
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|
2019
Q2 | $20K | Sell |
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|
2019
Q1 | $28K | Buy |
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|
2018
Q4 | $19K | Sell |
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|
2018
Q3 | $38K | Hold |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $33K | Buy |
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|
2017
Q4 | $13K | Hold |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $12K | Sell |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $18K | Buy |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $11K | Sell |
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|
2015
Q4 | $16K | Buy |
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