Clifford Swan Investment Counsel’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 | $310K | Buy |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $248K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $233K | Buy |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $222K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $262K | Hold |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $227K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.73M | Buy |
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|
2015
Q3 | $829K | Buy |
|