Centric Wealth Management’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
Q2 | $3.46M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $743K | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $205K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.15M | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.15M | Buy |
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