Badgley Phelps Wealth Managers’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 | $358K | Hold |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $378K | Sell |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $283K | Sell |
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|
2023
Q4 | $257K | Buy |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $280K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $438K | Buy |
|