Evolution Wealth Advisors’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 | $7.94M | Sell |
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|
2025
Q1 | $9.36M | Buy |
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|
2024
Q4 | $8.38M | Buy |
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|
2024
Q3 | $6.76M | Buy |
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|
2024
Q2 | $6.82M | Buy |
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|
2024
Q1 | $6.74M | Buy |
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|
2023
Q4 | $5.83M | Sell |
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|
2023
Q3 | $8.82M | Buy |
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|
2023
Q2 | $7.82M | Sell |
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|
2023
Q1 | $8.03M | Buy |
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|
2022
Q4 | $8.39M | Buy |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $7.12M | Buy |
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|
2021
Q4 | $2.59K | Sell |
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|
2021
Q3 | $3.17M | Sell |
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|
2021
Q2 | $4.53M | Buy |
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|
2021
Q1 | $4.09M | Buy |
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|
2020
Q4 | $2.68M | Buy |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $3.23M | Sell |
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|
2020
Q1 | $4.98M | Buy |
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|
2019
Q4 | $6.01M | Buy |
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|
2019
Q3 | $13K | Sell |
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|
2019
Q2 | $9.21M | Buy |
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|
2019
Q1 | $8.9M | Buy |
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|
2018
Q4 | $5.58M | Buy |
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