Berkshire 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
Q3 | $534K | Sell |
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|
2025
Q2 | $510K | Hold |
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|
2025
Q1 | $491K | Sell |
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|
2024
Q4 | $576K | Sell |
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|
2024
Q3 | $581K | Hold |
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|
2024
Q2 | $581K | Hold |
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|
2024
Q1 | $601K | Hold |
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|
2023
Q4 | $534K | Hold |
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|
2023
Q3 | $576K | Hold |
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|
2023
Q2 | $517K | Hold |
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|
2023
Q1 | $528K | Buy |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $558K | Sell |
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|
2021
Q4 | $724K | Hold |
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|
2021
Q3 | $679K | Buy |
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|
2021
Q2 | $665K | Sell |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $475K | Sell |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $435K | Hold |
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|
2020
Q1 | $334K | Buy |
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|
2019
Q4 | $363K | Sell |
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|
2019
Q3 | $359K | Sell |
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|
2019
Q2 | $474K | Hold |
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|
2019
Q1 | $492K | Sell |
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|
2018
Q4 | $729K | Buy |
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|
2018
Q3 | $639K | Hold |
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|
2018
Q2 | $640K | Sell |
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|
2018
Q1 | $643K | Buy |
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|
2017
Q4 | $581K | Hold |
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|
2017
Q3 | $550K | Buy |
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|
2017
Q2 | $505K | Hold |
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|
2017
Q1 | $543K | Buy |
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|
2016
Q4 | $579K | Hold |
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|
2016
Q3 | $542K | Hold |
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|
2016
Q2 | $524K | Hold |
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|
2016
Q1 | $475K | Buy |
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|
2015
Q4 | $412K | Buy |
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|
2015
Q3 | $373K | Buy |
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