Birch Hill Investment Advisors’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 | $1.98M | Hold |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $2.41M | Sell |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.19M | Sell |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.19M | Hold |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $2.35M | Buy |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $1.92M | Buy |
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|
2022
Q1 | $1.89M | Buy |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $908K | Buy |
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|
2020
Q4 | $216K | Buy |
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