Ballast Advisors’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 | $13.4K | Hold |
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|
2025
Q2 | $12.7K | Hold |
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|
2025
Q1 | $14K | Hold |
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|
2024
Q4 | $12.8K | Hold |
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|
2024
Q3 | $13.2K | Hold |
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|
2024
Q2 | $13.7K | Hold |
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|
2024
Q1 | $14.2K | Sell |
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|
2023
Q4 | $13.6K | Sell |
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|
2023
Q3 | $16.6K | Sell |
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|
2023
Q2 | $23.1K | Hold |
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|
2023
Q1 | $23.5K | Hold |
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|
2022
Q4 | $24.8K | Buy |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $15K | Buy |
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