Edge Wealth 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
Q3 | $991K | Sell |
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|
2025
Q2 | $1.04M | Buy |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $1.17M | Buy |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $689K | Sell |
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|
2023
Q4 | $925K | Buy |
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|
2023
Q3 | $995K | Sell |
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|
2023
Q2 | $920K | Buy |
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|
2023
Q1 | $903K | Buy |
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|
2022
Q4 | $932K | Buy |
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|
2022
Q3 | $774K | Buy |
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|
2022
Q2 | $707K | Buy |
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|
2022
Q1 | $698K | Sell |
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|
2021
Q4 | $686K | Hold |
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|
2021
Q3 | $644K | Hold |
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|
2021
Q2 | $666K | Buy |
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|
2021
Q1 | $598K | Hold |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $13K | Sell |
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|
2020
Q1 | $20K | Sell |
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|
2019
Q4 | $151K | Buy |
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|
2019
Q3 | $140K | Hold |
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|
2019
Q2 | $151K | Hold |
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|
2019
Q1 | $157K | Sell |
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|
2018
Q4 | $284K | Sell |
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|
2018
Q3 | $498K | Hold |
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|
2018
Q2 | $499K | Buy |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $415K | Sell |
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|
2017
Q2 | $1.15M | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.04M | Sell |
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|
2016
Q3 | $1.06M | Buy |
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|
2016
Q2 | $879K | Buy |
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|
2016
Q1 | $784K | Sell |
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|
2015
Q4 | $849K | Buy |
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|
2015
Q3 | $24K | Hold |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $31K | Sell |
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|
2014
Q4 | $40K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $12K | Sell |
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|
2014
Q1 | $21K | Sell |
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|
2013
Q4 | $24K | Hold |
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|
2013
Q3 | $23K | Sell |
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|
2013
Q2 | $25K | Buy |
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