Claro Advisors’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
Q3 | $1,000K | Buy |
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|
2025
Q2 | $909K | Sell |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $2.11M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.39M | Sell |
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|
2023
Q1 | $1.53M | Sell |
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|
2022
Q4 | $1.76M | Sell |
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|
2022
Q3 | $1.66M | Hold |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $924K | Hold |
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|
2021
Q4 | $924K | Buy |
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|
2021
Q3 | $716K | Sell |
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|
2021
Q2 | $749K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $122K | Buy |
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