Boston Family Office’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 | $204K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $204K | Sell |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $229K | Hold |
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|
2018
Q1 | $204K | Sell |
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|
2017
Q4 | $240K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $203K | Hold |
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|
2016
Q4 | $218K | Hold |
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|
2016
Q3 | $205K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $434K | Buy |
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