Blue Bell Private 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 | $2.35M | Sell |
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|
2025
Q2 | $2.23M | Buy |
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|
2025
Q1 | $2.42M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $18.1K | Hold |
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|
2023
Q2 | $16.2K | Buy |
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|
2023
Q1 | $14K | Sell |
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|
2022
Q4 | $28.6K | Hold |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $4K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $23K | Hold |
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|
2018
Q2 | $23K | Hold |
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|
2018
Q1 | $20K | Hold |
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|
2017
Q4 | $21K | Sell |
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|
2017
Q3 | $43K | Buy |
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|
2017
Q2 | $40K | Buy |
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|
2017
Q1 | $43K | Sell |
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|
2016
Q4 | $61K | Sell |
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|
2016
Q3 | $73K | Hold |
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|
2016
Q2 | $71K | Sell |
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|
2016
Q1 | $82K | Sell |
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|
2015
Q4 | $110K | Sell |
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|
2015
Q3 | $167K | Buy |
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|
2015
Q2 | $205K | Sell |
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|
2015
Q1 | $242K | Sell |
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|
2014
Q4 | $260K | Sell |
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|
2014
Q3 | $425K | Buy |
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|
2014
Q2 | $470K | Buy |
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|
2014
Q1 | $44K | Hold |
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|
2013
Q4 | $44K | Buy |
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