Centerpoint Advisors’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 | $104K | Sell |
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|
2025
Q2 | $113K | Hold |
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|
2025
Q1 | $125K | Hold |
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|
2024
Q4 | $115K | Sell |
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|
2024
Q3 | $135K | Hold |
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|
2024
Q2 | $140K | Sell |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $59K | Buy |
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|
2023
Q3 | $25K | Hold |
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|
2023
Q2 | $22K | Hold |
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|
2023
Q1 | $23K | Sell |
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|
2022
Q4 | $36K | Buy |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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