D.B. Root & Company’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 | $476K | Buy |
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|
2025
Q2 | $442K | Sell |
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|
2025
Q1 | $591K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $297K | Buy |
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|
2024
Q2 | $275K | Sell |
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|
2024
Q1 | $289K | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.68M | Sell |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $2.25M | Sell |
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|
2022
Q4 | $2.62M | Buy |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.51M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $488K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $982K | Buy |
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|
2018
Q1 | $381K | Buy |
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|
2017
Q4 | $402K | Buy |
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