Castleview Partners’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $420K | Sell |
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|
2025
Q3 | $866K | Buy |
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|
2025
Q2 | $699K | Sell |
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|
2025
Q1 | $984K | Buy |
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|
2024
Q4 | $812K | Sell |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $982K | Buy |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $785K | Buy |
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|
2023
Q2 | $600K | Sell |
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|
2023
Q1 | $1.4M | Sell |
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|
2022
Q4 | $1.57M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $30.3K | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $28.9K | Buy |
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|
2021
Q2 | $855K | Buy |
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