Berger Financial Group’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 | $574K | Sell |
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|
2025
Q2 | $556K | Sell |
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|
2025
Q1 | $658K | Sell |
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|
2024
Q4 | $627K | Sell |
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|
2024
Q3 | $652K | Sell |
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|
2024
Q2 | $724K | Sell |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $543K | Buy |
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $454K | Buy |
|