Exencial 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
Q3 | $236K | Sell |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $312K | Sell |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $438K | Buy |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $282K | Sell |
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|
2022
Q1 | $324K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Sell |
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|
2019
Q3 | $348K | Buy |
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|
2019
Q2 | $372K | Sell |
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|
2019
Q1 | $451K | Sell |
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|
2018
Q4 | $420K | Sell |
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|
2018
Q3 | $865K | Buy |
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|
2018
Q2 | $836K | Sell |
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|
2018
Q1 | $768K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $234K | Buy |
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|
2017
Q2 | $222K | Buy |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $304K | Buy |
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|
2016
Q3 | $264K | Buy |
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|
2016
Q2 | $240K | Buy |
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