Charter Oak Capital 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
Q3 | $248K | Hold |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $247K | Buy |
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|
2024
Q2 | $223K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $245K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $128K | Buy |
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|
2022
Q1 | $131K | Buy |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $75K | Sell |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $54K | Buy |
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