Beaumont Financial Advisors’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 | $452K | Sell |
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|
2025
Q1 | $501K | Sell |
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|
2024
Q4 | $3.35M | Buy |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $655K | Sell |
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|
2024
Q1 | $700K | Sell |
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|
2023
Q4 | $796K | Buy |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $545K | Buy |
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|
2022
Q4 | $545K | Sell |
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|
2022
Q3 | $859K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $333K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $354K | Sell |
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|
2019
Q2 | $394K | Sell |
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|
2019
Q1 | $2.95M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.06M | Sell |
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|
2018
Q2 | $6.06M | Buy |
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|
2018
Q1 | $702K | Sell |
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|
2017
Q4 | $4.61M | Buy |
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|
2017
Q3 | $508K | Sell |
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|
2017
Q2 | $513K | Sell |
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|
2017
Q1 | $564K | Sell |
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|
2016
Q4 | $7.45M | Buy |
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|
2016
Q3 | $5.11M | Sell |
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|
2016
Q2 | $6.77M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $386K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $26.9M | Sell |
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|
2014
Q1 | $65.1M | Buy |
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|
2013
Q4 | $42.5M | Sell |
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|
2013
Q3 | $41.7M | Buy |
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|
2013
Q2 | $34.4M | Buy |
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