Dumont & Blake Investment 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 | $3.24M | Buy |
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|
2025
Q2 | $2.93M | Sell |
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|
2025
Q1 | $3.26M | Sell |
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|
2024
Q4 | $3.1M | Sell |
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|
2024
Q3 | $3.24M | Sell |
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|
2024
Q2 | $6.71M | Buy |
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|
2024
Q1 | $3.46M | Buy |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.89M | Buy |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.63M | Buy |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.3M | Sell |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $2.25M | Buy |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $656K | Hold |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $474K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $724K | Sell |
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|
2015
Q3 | $757K | Sell |
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|
2015
Q2 | $947K | Buy |
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|
2015
Q1 | $960K | Buy |
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