Beaumont Asset 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
Q2 | $2.32M | Buy |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $2.91M | Buy |
|
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|
2024
Q2 | $2.99M | Buy |
|
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|
2024
Q1 | $3.07M | Buy |
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|
2023
Q4 | $2.23M | Buy |
|
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.23M | Buy |
|
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.59M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $268K | Buy |
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