Chesapeake 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 | $1.05M | Buy |
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2025
Q1 | $1.1M | Sell |
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2024
Q4 | $1.08M | Sell |
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2024
Q3 | $1.12M | Sell |
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2024
Q2 | $1.23M | Buy |
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2024
Q1 | $1.27M | Sell |
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2023
Q4 | $1.13M | Sell |
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2023
Q3 | $1.23M | Sell |
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2023
Q2 | $1.1M | Buy |
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2023
Q1 | $1.12M | Sell |
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2022
Q4 | $1.19M | Buy |
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2022
Q3 | $920K | Buy |
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2022
Q2 | $854K | Buy |
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2022
Q1 | $848K | Buy |
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2021
Q4 | $596K | Buy |
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2021
Q3 | $504K | Sell |
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2021
Q2 | $553K | Buy |
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2021
Q1 | $463K | Sell |
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2020
Q4 | $359K | Buy |
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2020
Q3 | $239K | Buy |
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2020
Q2 | $289K | Sell |
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2020
Q1 | $230K | Sell |
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2019
Q4 | $507K | Sell |
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2019
Q3 | $505K | Buy |
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2019
Q2 | $500K | Sell |
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2019
Q1 | $526K | Sell |
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2018
Q4 | $501K | Buy |
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2018
Q3 | $575K | Buy |
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2018
Q2 | $520K | Sell |
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2018
Q1 | $495K | Buy |
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