Avior 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
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $756K | Sell |
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|
2023
Q2 | $696K | Sell |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $428K | Buy |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $56K | Sell |
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|
2021
Q3 | $62K | Sell |
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|
2021
Q2 | $71K | Buy |
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|
2021
Q1 | $33K | Buy |
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|
2020
Q4 | $24K | Buy |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Hold |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $25K | Buy |
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|
2016
Q4 | $26K | Buy |
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|
2016
Q3 | $15K | Buy |
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