Baldwin Wealth Partners’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 | $519K | Sell |
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|
2025
Q2 | $609K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $2.14M | Buy |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $12K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $13K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $38K | Buy |
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