BBR 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 | $562K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $617K | Buy |
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|
2024
Q4 | $562K | Buy |
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|
2024
Q3 | $573K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $217K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $907K | Buy |
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|
2022
Q1 | $960K | Sell |
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|
2021
Q4 | $802K | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $2.9M | Hold |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $939K | Sell |
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|
2020
Q2 | $1.28M | Buy |
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