Colonial Trust 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
Q2 | $116K | Buy |
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2025
Q1 | $126K | Buy |
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|
2024
Q4 | $48.1K | Sell |
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|
2024
Q3 | $55.2K | Buy |
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|
2024
Q2 | $57.3K | Hold |
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|
2024
Q1 | $59.3K | Buy |
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|
2023
Q4 | $52.6K | Sell |
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|
2023
Q3 | $68.4K | Buy |
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|
2023
Q2 | $58.9K | Sell |
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|
2023
Q1 | $64.2K | Buy |
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|
2022
Q4 | $63.4K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
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|
2019
Q3 | $201K | Sell |
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|
2019
Q2 | $277K | Sell |
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|
2019
Q1 | $295K | Sell |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $350K | Buy |
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|
2018
Q2 | $339K | Buy |
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|
2018
Q1 | $276K | Sell |
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|
2017
Q4 | $387K | Buy |
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