Beaird Harris Wealth Management’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 | $3.99K | Buy |
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|
2025
Q2 | $3.76K | Hold |
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|
2025
Q1 | $4.11K | Hold |
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|
2024
Q4 | $3.73K | Sell |
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|
2024
Q3 | $209K | Buy |
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|
2024
Q2 | $22.2K | Hold |
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|
2024
Q1 | $23K | Buy |
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|
2023
Q4 | $20.3K | Buy |
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|
2023
Q3 | $13.4K | Sell |
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|
2023
Q2 | $17.8K | Buy |
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|
2023
Q1 | $10.6K | Hold |
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|
2022
Q4 | $11.2K | Buy |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $81K | Sell |
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|
2022
Q1 | $87K | Buy |
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|
2021
Q4 | $3K | Buy |
|