Client 1st Advisory Group’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 | $660K | Buy |
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|
2025
Q2 | $578K | Buy |
|
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|
2025
Q1 | $623K | Buy |
|
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|
2024
Q4 | $537K | Sell |
|
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|
2024
Q3 | $597K | Sell |
|
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|
2024
Q2 | $773K | Sell |
|
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|
2024
Q1 | $860K | Sell |
|
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|
2023
Q4 | $846K | Sell |
|
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.6M | Sell |
|
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|
2023
Q1 | $2.01M | Sell |
|
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|
2022
Q4 | $2.75M | Sell |
|
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|
2022
Q3 | $2.85M | Sell |
|
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|
2022
Q2 | $3.12M | Sell |
|
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|
2022
Q1 | $3.67M | Sell |
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|
2021
Q4 | $2.71M | Buy |
|
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $1.94M | Buy |
|