Forvis Mazars Wealth 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
Q3 | $656K | Buy |
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|
2025
Q2 | $608K | Buy |
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|
2025
Q1 | $669K | Buy |
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|
2024
Q4 | $601K | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $671K | Sell |
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|
2023
Q4 | $680K | Buy |
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|
2023
Q3 | $702K | Buy |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $617K | Buy |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $586K | Sell |
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|
2022
Q2 | $596K | Buy |
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|
2022
Q1 | $621K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $265K | Buy |
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