Bedell Frazier Investment Counselling’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $231K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $7.19M | Buy |
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|
2024
Q1 | $7.24M | Buy |
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|
2023
Q4 | $633K | Buy |
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|
2023
Q3 | $639K | Sell |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $673K | Buy |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $7.2M | Buy |
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|
2022
Q1 | $227K | Sell |
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|
2021
Q4 | $8.85M | Buy |
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|
2021
Q3 | $8.11M | Buy |
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|
2021
Q2 | $3.2M | Buy |
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|
2021
Q1 | $2.71M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.13M | Buy |
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|
2017
Q3 | $1.79M | Buy |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.3M | Buy |
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