Court Place 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 | $451K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $522K | Hold |
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|
2024
Q4 | $478K | Sell |
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|
2024
Q3 | $618K | Hold |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $950K | Sell |
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|
2023
Q4 | $860K | Hold |
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|
2023
Q3 | $927K | Hold |
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|
2023
Q2 | $833K | Sell |
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|
2023
Q1 | $887K | Sell |
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|
2022
Q4 | $954K | Hold |
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|
2022
Q3 | $786K | Hold |
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|
2022
Q2 | $780K | Hold |
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|
2022
Q1 | $834K | Hold |
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|
2021
Q4 | $606K | Sell |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $621K | Hold |
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|
2021
Q1 | $565K | Hold |
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|
2020
Q4 | $437K | Buy |
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