Bellevue Asset Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.11K Hold
72
﹤0.01% 320
2025
Q1
$6.73K Hold
72
﹤0.01% 305
2024
Q4
$6.17K Hold
72
﹤0.01% 321
2024
Q3
$6.32K Hold
72
﹤0.01% 298
2024
Q2
$6.56K Hold
72
﹤0.01% 294
2024
Q1
$6.8K Hold
72
﹤0.01% 284
2023
Q4
$6.04K Hold
72
0.01% 287
2023
Q3
$6.51K Hold
72
﹤0.01% 277
2023
Q2
$5.84K Hold
72
﹤0.01% 295
2023
Q1
$5.96K Hold
72
﹤0.01% 302
2022
Q4
$6.27K Hold
72
﹤0.01% 294
2022
Q3
$5K Hold
72
﹤0.01% 316
2022
Q2
$5K Hold
72
﹤0.01% 329
2022
Q1
$6K Hold
72
﹤0.01% 346
2021
Q4
$4K Hold
72
﹤0.01% 424
2021
Q3
$4K Hold
72
﹤0.01% 436
2021
Q2
$4K Hold
72
﹤0.01% 433
2021
Q1
$4K Hold
72
﹤0.01% 482
2020
Q4
$3K Hold
72
﹤0.01% 555
2020
Q3
$2K Hold
72
﹤0.01% 577
2020
Q2
$3K Hold
72
﹤0.01% 507
2020
Q1
$3K Hold
72
﹤0.01% 475
2019
Q4
$4K Buy
+72
New +$4K ﹤0.01% 375