BigSur Wealth 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 | $3.35M | Sell |
|
|||||
|
2025
Q2 | $3.35M | Sell |
|
|||||
|
2025
Q1 | $3.84M | Sell |
|
|||||
|
2024
Q4 | $3.56M | Sell |
|
|||||
|
2024
Q3 | $4.96M | Buy |
|
|||||
|
2024
Q2 | $4.75M | Sell |
|
|||||
|
2024
Q1 | $5.52M | Buy |
|
|||||
|
2023
Q4 | $4.58M | Sell |
|
|||||
|
2023
Q3 | $5.1M | Buy |
|
|||||
|
2023
Q2 | $4.23M | Sell |
|
|||||
|
2023
Q1 | $4.58M | Sell |
|
|||||
|
2022
Q4 | $6.05M | Sell |
|
|||||
|
2022
Q3 | $5.4M | Sell |
|
|||||
|
2022
Q2 | $5.62M | Buy |
|
|||||
|
2022
Q1 | $4.99M | Buy |
|
|||||
|
2021
Q4 | $3.12M | Buy |
|
|||||
|
2021
Q3 | $2.48M | Buy |
|
|||||
|
2021
Q2 | $2.42M | Buy |
|
|||||
|
2021
Q1 | $1.99M | Buy |
|
|||||
|
2020
Q4 | $1.34M | Sell |
|
|||||
|
2020
Q3 | $1.22M | Buy |
|
|||||
|
2020
Q2 | $876K | Sell |
|
|||||
|
2020
Q1 | $1.04M | Sell |
|
|||||
|
2019
Q4 | $2.52M | Sell |
|
|||||
|
2019
Q3 | $3.01M | Hold |
|
|||||
|
2019
Q2 | $3.24M | Buy |
|
|||||
|
2019
Q1 | $873K | Hold |
|
|||||
|
2018
Q4 | $757K | Buy |
|
|||||
|
2018
Q3 | $442K | Sell |
|
|||||
|
2018
Q2 | $451K | Sell |
|
|||||
|
2018
Q1 | $1.07M | Buy |
|
|||||
|
2017
Q4 | $429K | Sell |
|
|||||
|
2017
Q3 | $466K | Sell |
|
|||||
|
2017
Q2 | $613K | Hold |
|
|||||
|
2017
Q1 | $633K | Buy |
|
|||||
|
2016
Q4 | $332K | Buy |
|