Dynamic Advisor Solutions’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 | $4.1M | Buy |
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|
2025
Q2 | $3.75M | Sell |
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|
2025
Q1 | $5.03M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.62M | Sell |
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|
2024
Q2 | $3.97M | Buy |
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|
2024
Q1 | $4.01M | Sell |
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|
2023
Q4 | $4.21M | Sell |
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|
2023
Q3 | $4.57M | Buy |
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|
2023
Q2 | $4.1M | Buy |
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|
2023
Q1 | $4.17M | Buy |
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|
2022
Q4 | $3.27M | Sell |
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|
2022
Q3 | $2.72M | Sell |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $3.1M | Buy |
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|
2021
Q2 | $2.69M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.26M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.15M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $497K | Buy |
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