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