Fulcrum Equity Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Hold |
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|
2025
Q1 | $294K | Hold |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $547K | Sell |
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|
2023
Q1 | $850K | Buy |
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|
2022
Q4 | $879K | Sell |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $887K | Buy |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $878K | Sell |
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|
2021
Q3 | $835K | Sell |
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|
2021
Q2 | $899K | Sell |
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|
2021
Q1 | $825K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $6K | Buy |
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