Fort Sheridan 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
Q2 | $425K | Hold |
|
|||||
|
2025
Q1 | $469K | Hold |
|
|||||
|
2024
Q4 | $430K | Hold |
|
|||||
|
2024
Q3 | $440K | Sell |
|
|||||
|
2024
Q2 | $462K | Buy |
|
|||||
|
2024
Q1 | $474K | Buy |
|
|||||
|
2023
Q4 | $374K | Buy |
|
|||||
|
2023
Q3 | $401K | Sell |
|
|||||
|
2023
Q2 | $361K | Sell |
|
|||||
|
2023
Q1 | $380K | Sell |
|
|||||
|
2022
Q4 | $415K | Sell |
|
|||||
|
2022
Q3 | $344K | Sell |
|
|||||
|
2022
Q2 | $363K | Hold |
|
|||||
|
2022
Q1 | $388K | Sell |
|
|||||
|
2021
Q4 | $315K | Buy |
|