Beacon Financial Advisory’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 | $623K | Sell |
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|
2025
Q2 | $637K | Sell |
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|
2025
Q1 | $866K | Sell |
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|
2024
Q4 | $818K | Sell |
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|
2024
Q3 | $843K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $757K | Sell |
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|
2023
Q4 | $740K | Buy |
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|
2023
Q3 | $767K | Buy |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $684K | Sell |
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|
2022
Q4 | $732K | Sell |
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|
2022
Q3 | $658K | Sell |
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|
2022
Q2 | $742K | Sell |
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|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $555K | Buy |
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|
2021
Q3 | $471K | Buy |
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|
2021
Q2 | $447K | Buy |
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|
2021
Q1 | $237K | Buy |
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