Briaud Financial Planning’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 | $248K | Hold |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $230K | Hold |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $285K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $22.3M | Sell |
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|
2021
Q1 | $20.7M | Buy |
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|
2020
Q4 | $12.4K | Sell |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $264K | Hold |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $75K | Buy |
|