FineMark National Bank & Trust’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 | $1.01M | Sell |
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|
2025
Q2 | $1.24M | Sell |
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|
2025
Q1 | $1.38M | Hold |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $852K | Sell |
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|
2023
Q3 | $1.94M | Buy |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.82M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $422K | Sell |
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|
2019
Q2 | $539K | Buy |
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|
2019
Q1 | $500K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $487K | Sell |
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|
2018
Q1 | $498K | Sell |
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|
2017
Q4 | $540K | Sell |
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|
2017
Q3 | $561K | Sell |
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|
2017
Q2 | $563K | Sell |
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|
2017
Q1 | $629K | Buy |
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|
2016
Q4 | $589K | Buy |
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|
2016
Q3 | $523K | Buy |
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|
2016
Q2 | $403K | Buy |
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|
2016
Q1 | $335K | Buy |
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|
2015
Q4 | $194K | Sell |
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|
2015
Q3 | $224K | Sell |
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|
2015
Q2 | $770K | Buy |
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|
2015
Q1 | $570K | Buy |
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|
2014
Q4 | $167K | Buy |
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|
2014
Q3 | $136K | Hold |
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|
2014
Q2 | $151K | Sell |
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|
2014
Q1 | $158K | Buy |
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|
2013
Q4 | $88K | Buy |
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|
2013
Q3 | $52K | Buy |
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|
2013
Q2 | $41K | Buy |
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