Foundations Investment 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 | $3.15M | Buy |
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|
2025
Q2 | $722K | Sell |
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|
2025
Q1 | $1.84M | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $1.46M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $9.04M | Buy |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $7.92M | Buy |
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|
2022
Q4 | $7.76M | Sell |
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|
2022
Q3 | $7.22M | Buy |
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|
2022
Q2 | $5.48M | Buy |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $319K | Buy |
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