Disciplina Capital Management’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
Q2 | $1.25M | Buy |
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|
2025
Q1 | $1.15M | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $1.19M | Hold |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $3.35M | Buy |
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|
2022
Q4 | $3.53M | Sell |
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|
2022
Q3 | $3.06M | Sell |
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|
2022
Q2 | $3.11M | Sell |
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|
2022
Q1 | $4.57M | Sell |
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|
2021
Q4 | $8.74M | Buy |
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|
2021
Q3 | $8.15M | Sell |
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|
2021
Q2 | $8.43M | Sell |
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|
2021
Q1 | $8.05M | Sell |
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|
2020
Q4 | $6.68M | Sell |
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|
2020
Q3 | $6.65M | Sell |
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|
2020
Q2 | $13.5M | Hold |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $17.3M | Buy |
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|
2019
Q3 | $15.5M | Buy |
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|
2019
Q2 | $15.5M | Hold |
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|
2019
Q1 | $16.1M | Buy |
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