Financial Perspectives’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 | $286K | Buy |
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|
2025
Q2 | $269K | Sell |
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|
2025
Q1 | $298K | Buy |
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|
2024
Q4 | $271K | Buy |
|
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $284K | Buy |
|
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $274K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $232K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $198K | Buy |
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|
2022
Q2 | $195K | Buy |
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|
2022
Q1 | $206K | Buy |
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|
2021
Q4 | $148K | Buy |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $140K | Sell |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $96.6K | Buy |
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|
2020
Q3 | $75.3K | Buy |
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|
2020
Q2 | $93.6K | Sell |
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|
2020
Q1 | $75.3K | Buy |
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|
2019
Q4 | $129K | Buy |
|