Beacon Financial Group’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 | $2.67M | Sell |
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|
2025
Q2 | $2.59M | Sell |
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|
2025
Q1 | $2.86M | Sell |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.88M | Sell |
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.16M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $3.11M | Sell |
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|
2023
Q2 | $2.85M | Sell |
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|
2023
Q1 | $3.08M | Sell |
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|
2022
Q4 | $3.19M | Buy |
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|
2022
Q3 | $2.55M | Sell |
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|
2022
Q2 | $2.73M | Sell |
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|
2022
Q1 | $3.02M | Sell |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.1M | Sell |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.76M | Hold |
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|
2020
Q4 | $1.76M | Buy |
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