Atticus Wealth 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
Q3 | – | Sell |
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|
2025
Q2 | $44.4K | Buy |
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|
2025
Q1 | $42.6K | Sell |
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|
2024
Q4 | $60.2K | Sell |
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|
2024
Q3 | $104K | Buy |
|
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|
2024
Q2 | $97.7K | Sell |
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|
2024
Q1 | $244K | Buy |
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|
2023
Q4 | $99.9K | Sell |
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|
2023
Q3 | $308K | Buy |
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|
2023
Q2 | $126K | Sell |
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|
2023
Q1 | $169K | Sell |
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|
2022
Q4 | $983K | Buy |
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|
2022
Q3 | $586K | Hold |
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|
2022
Q2 | $586K | Sell |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $88K | Buy |
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|
2021
Q1 | $32K | Buy |
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|
2020
Q4 | $15K | Sell |
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|
2020
Q3 | $39K | Sell |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $71K | Sell |
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|
2019
Q4 | $375K | Buy |
|