Birchcreek 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
Q2 | $681K | Buy |
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|
2025
Q1 | $630K | Sell |
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|
2024
Q4 | $585K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $855K | Buy |
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|
2023
Q1 | $586K | Buy |
|
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|
2022
Q4 | $613K | Sell |
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|
2022
Q3 | $579K | Buy |
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|
2022
Q2 | $412K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $424K | Sell |
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|
2021
Q3 | $545K | Sell |
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|
2021
Q2 | $569K | Sell |
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|
2021
Q1 | $547K | Sell |
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|
2020
Q4 | $561K | Buy |
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