Forbes Financial Planning’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 | $1.22M | Sell |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $2.05M | Sell |
|
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|
2024
Q4 | $1.95M | Sell |
|
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|
2024
Q3 | $2.04M | Sell |
|
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|
2024
Q2 | $2.14M | Sell |
|
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|
2024
Q1 | $2.25M | Sell |
|
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|
2023
Q4 | $2.06M | Sell |
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|
2023
Q3 | $2.23M | Sell |
|
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|
2023
Q2 | $2.05M | Hold |
|
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|
2023
Q1 | $2.09M | Sell |
|
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|
2022
Q4 | $1.92M | Hold |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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