Evermay 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
Q2 | $186K | Sell |
|
|||||
|
2025
Q1 | $207K | Sell |
|
|||||
|
2024
Q4 | $198K | Sell |
|
|||||
|
2024
Q3 | $234K | Sell |
|
|||||
|
2024
Q2 | $245K | Hold |
|
|||||
|
2024
Q1 | $254K | Buy |
|
|||||
|
2023
Q4 | $211K | Sell |
|
|||||
|
2023
Q3 | $264K | Hold |
|
|||||
|
2023
Q2 | $237K | Sell |
|
|||||
|
2023
Q1 | $248K | Buy |
|
|||||
|
2022
Q4 | $239K | Buy |
|
|||||
|
2022
Q3 | $197K | Buy |
|
|||||
|
2022
Q2 | $174K | Buy |
|
|||||
|
2022
Q1 | $64K | Buy |
|