Ballew 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 | $569K | Sell |
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|
2025
Q2 | $649K | Sell |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $953K | Sell |
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|
2024
Q3 | $968K | Buy |
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|
2024
Q2 | $956K | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $841K | Sell |
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|
2023
Q3 | $911K | Sell |
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|
2023
Q2 | $886K | Hold |
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|
2023
Q1 | $849K | Sell |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $904K | Sell |
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|
2022
Q2 | $867K | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $1.76M | Buy |
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|
2020
Q3 | $403K | Sell |
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|
2020
Q2 | $546K | Buy |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $816K | Sell |
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|
2019
Q3 | $916K | Buy |
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|
2019
Q2 | $745K | Buy |
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|
2019
Q1 | $494K | Sell |
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|
2018
Q4 | $486K | Sell |
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|
2018
Q3 | $1.73M | Buy |
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|
2018
Q2 | $762K | Sell |
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|
2018
Q1 | $2.42M | Buy |
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|
2017
Q4 | $528K | Buy |
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