Fermata Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $995K | Buy |
|
|||||
|
2025
Q3 | $483K | Sell |
|
|||||
|
2025
Q2 | $486K | Sell |
|
|||||
|
2025
Q1 | $902K | Buy |
|
|||||
|
2024
Q4 | $792K | Sell |
|
|||||
|
2024
Q3 | $881K | Sell |
|
|||||
|
2024
Q2 | $950K | Sell |
|
|||||
|
2024
Q1 | $1.07M | Sell |
|
|||||
|
2023
Q4 | $952K | Sell |
|
|||||
|
2023
Q3 | $1.09M | Buy |
|
|||||
|
2023
Q2 | $619K | Buy |
|
|||||
|
2023
Q1 | $406K | Sell |
|
|||||
|
2022
Q4 | $1.94M | Buy |
|
|||||
|
2022
Q3 | $791K | Sell |
|
|||||
|
2022
Q2 | $866K | Sell |
|
|||||
|
2022
Q1 | $971K | Sell |
|
|||||
|
2021
Q4 | $901K | Sell |
|
|||||
|
2021
Q3 | $2.07M | Sell |
|
|||||
|
2021
Q2 | $2.33M | Buy |
|
|||||
|
2021
Q1 | $2.08M | Buy |
|