Cooper Financial 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 | $288K | Buy |
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|
2025
Q2 | $273K | Sell |
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|
2025
Q1 | $634K | Buy |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $605K | Sell |
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|
2024
Q2 | $770K | Buy |
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|
2024
Q1 | $660K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $706K | Sell |
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|
2023
Q2 | $683K | Sell |
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|
2023
Q1 | $735K | Buy |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $663K | Sell |
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|
2022
Q2 | $731K | Buy |
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|
2022
Q1 | $671K | Buy |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $6.26M | Sell |
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|
2021
Q2 | $7.52M | Buy |
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|
2021
Q1 | $4.77M | Buy |
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