Avidian Wealth Enterprises’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 | $1.53M | Sell |
|
|||||
|
2025
Q1 | $1.7M | Buy |
|
|||||
|
2024
Q4 | $1.55M | Sell |
|
|||||
|
2024
Q3 | $1.68M | Buy |
|
|||||
|
2024
Q2 | $1.54M | Buy |
|
|||||
|
2024
Q1 | $1.59M | Sell |
|
|||||
|
2023
Q4 | $1.63M | Buy |
|
|||||
|
2023
Q3 | $1.64M | Sell |
|
|||||
|
2023
Q2 | $3.05M | Sell |
|
|||||
|
2023
Q1 | $11.1M | Buy |
|
|||||
|
2022
Q4 | $6.62M | Sell |
|
|||||
|
2022
Q3 | $7.13M | Sell |
|
|||||
|
2022
Q2 | $15.5M | Buy |
|
|||||
|
2022
Q1 | $11.7M | Buy |
|
|||||
|
2021
Q4 | $4.67M | Buy |
|
|||||
|
2021
Q3 | $1.65M | Sell |
|
|||||
|
2021
Q2 | $6.39M | Buy |
|
|||||
|
2021
Q1 | $1.22M | Buy |
|
|||||
|
2020
Q4 | $774K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $382K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $268K | Sell |
|
|||||
|
2017
Q4 | $849 | Sell |
|
|||||
|
2017
Q3 | $889K | Sell |
|
|||||
|
2017
Q2 | $1.11M | Buy |
|
|||||
|
2017
Q1 | $628K | Buy |
|
|||||
|
2016
Q4 | $465K | Sell |
|
|||||
|
2016
Q3 | $461K | Sell |
|
|||||
|
2016
Q2 | $5.38K | Sell |
|
|||||
|
2016
Q1 | $493K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $9.78M | Sell |
|
|||||
|
2015
Q1 | $16.4M | Buy |
|
|||||
|
2014
Q4 | $13.4M | Sell |
|
|||||
|
2014
Q3 | $15.7M | Sell |
|
|||||
|
2014
Q2 | $20.1M | Buy |
|
|||||
|
2014
Q1 | $11.3M | Buy |
|
|||||
|
2013
Q4 | $6.04M | Buy |
|