Brighton Jones LLC’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
$750K Sell
2025
Q2
$752K Sell
2025
Q1
$922K Buy
2024
Q4
$802K Buy
2024
Q3
$543K Sell
2024
Q2
$816K Buy
2024
Q1
$715K Buy
2023
Q4
$557K Buy
2023
Q3
$550K Buy
2023
Q2
$392K Sell
2023
Q1
$466K Buy
2022
Q4
$306K Sell
2022
Q3
$475K Buy
2022
Q2
$363K Buy
2022
Q1
$268K Buy
2017
Q4
Sell
2017
Q3
$211K Buy