Evanson Asset 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 | $304K | Buy |
|
|||||
|
2025
Q2 | $288K | Buy |
|
|||||
|
2025
Q1 | $313K | Buy |
|
|||||
|
2024
Q4 | $286K | Sell |
|
|||||
|
2024
Q3 | $310K | Buy |
|
|||||
|
2024
Q2 | $321K | Sell |
|
|||||
|
2024
Q1 | $361K | Buy |
|
|||||
|
2023
Q4 | $270K | Buy |
|
|||||
|
2023
Q3 | $291K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $224K | Buy |
|
|||||
|
2019
Q4 | $338K | Hold |
|
|||||
|
2019
Q3 | $333K | Hold |
|
|||||
|
2019
Q2 | $358K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $246K | Hold |
|
|||||
|
2018
Q2 | $247K | Hold |
|
|||||
|
2018
Q1 | $219K | Sell |
|
|||||
|
2017
Q4 | $253K | Hold |
|
|||||
|
2017
Q3 | $240K | Sell |
|
|||||
|
2017
Q2 | $237K | Sell |
|
|||||
|
2017
Q1 | $399K | Buy |
|
|||||
|
2016
Q4 | $414K | Buy |
|
|||||
|
2016
Q3 | $359K | Sell |
|
|||||
|
2016
Q2 | $513K | Sell |
|
|||||
|
2016
Q1 | $563K | Buy |
|
|||||
|
2015
Q4 | $517K | Buy |
|
|||||
|
2015
Q3 | $441K | Sell |
|
|||||
|
2015
Q2 | $574K | Buy |
|
|||||
|
2015
Q1 | $584K | Buy |
|
|||||
|
2014
Q4 | $532K | Sell |
|
|||||
|
2014
Q3 | $624K | Sell |
|
|||||
|
2014
Q2 | $822K | Buy |
|
|||||
|
2014
Q1 | $576K | Buy |
|
|||||
|
2013
Q4 | $470K | Buy |
|