Colton Groome Financial 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 | $1.49M | Buy |
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|
2025
Q2 | $1.37M | Buy |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.82M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $979K | Sell |
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|
2022
Q4 | $1.96M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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