CreativeOne Wealth’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 | $4.53M | Buy |
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|
2025
Q2 | $3.35M | Sell |
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2025
Q1 | $4.43M | Sell |
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|
2024
Q4 | $9.64M | Buy |
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|
2024
Q3 | $6.54M | Buy |
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|
2024
Q2 | $4.04M | Sell |
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|
2024
Q1 | $5.85M | Buy |
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|
2023
Q4 | $3.48M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $7.06M | Sell |
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|
2023
Q1 | $9.16M | Sell |
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|
2022
Q4 | $10.8M | Sell |
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|
2022
Q3 | $8.99M | Buy |
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|
2022
Q2 | $4.92M | Buy |
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|
2022
Q1 | $4.21M | Sell |
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|
2021
Q4 | $4.25M | Buy |
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|
2021
Q3 | $2.04M | Sell |
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|
2021
Q2 | $3.21M | Buy |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $4.91M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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