Everett Harris & Co’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 | $281K | Sell |
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|
2025
Q2 | $312K | Sell |
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|
2025
Q1 | $671K | Hold |
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|
2024
Q4 | $615K | Buy |
|
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|
2024
Q3 | $570K | Hold |
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|
2024
Q2 | $592K | Hold |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $580K | Hold |
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|
2023
Q2 | $521K | Hold |
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|
2023
Q1 | $532K | Sell |
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|
2022
Q4 | $649K | Buy |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $522K | Sell |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $457K | Buy |
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