Delos Wealth 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 | $59.1K | Hold |
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|
2025
Q2 | $56.1K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $56.6K | Sell |
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|
2024
Q3 | $59.8K | Sell |
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|
2024
Q2 | $63.9K | Sell |
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|
2024
Q1 | $82.2K | Sell |
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|
2023
Q4 | $82.3K | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.14M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $3.52M | Sell |
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|
2021
Q4 | $3.79M | Buy |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $1.52M | Buy |
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