Clarus Wealth 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 | $1.72M | Buy |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.68M | Buy |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $1.91M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $766K | Buy |
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|
2020
Q2 | $685K | Sell |
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|
2020
Q1 | $634K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $273K | Sell |
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|
2019
Q2 | $308K | Sell |
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|
2019
Q1 | $723K | Buy |
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|
2018
Q4 | $23K | Buy |
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|
2018
Q3 | $31K | Sell |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.23M | Buy |
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