Garrison Point 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 | $231K | Sell |
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|
2025
Q1 | $272K | Hold |
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|
2024
Q4 | $249K | Hold |
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|
2024
Q3 | $255K | Hold |
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|
2024
Q2 | $265K | Sell |
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|
2024
Q1 | $287K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $238K | Sell |
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|
2022
Q1 | $258K | Buy |
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