Baltimore-Washington Financial 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
Q2 | $314K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $352K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $410K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Buy |
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