Calton & Associates’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 | $1.19M | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $903K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $285K | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $1.63M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $249K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $265K | Sell |
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|
2018
Q4 | $277K | Buy |
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|
2018
Q3 | $310K | Buy |
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|
2018
Q2 | $257K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $162K | Buy |
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