GeoWealth 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
Q3 | $854K | Buy |
|
|||||
|
2025
Q2 | $629K | Sell |
|
|||||
|
2025
Q1 | $2.47M | Sell |
|
|||||
|
2024
Q4 | $2.54M | Buy |
|
|||||
|
2024
Q3 | $2.09M | Buy |
|
|||||
|
2024
Q2 | $2.11M | Buy |
|
|||||
|
2024
Q1 | $1.5M | Sell |
|
|||||
|
2023
Q4 | $1.62M | Sell |
|
|||||
|
2023
Q3 | $9.43M | Buy |
|
|||||
|
2023
Q2 | $1.79M | Buy |
|
|||||
|
2023
Q1 | $1.38M | Sell |
|
|||||
|
2022
Q4 | $1.53M | Sell |
|
|||||
|
2022
Q3 | $3.73M | Buy |
|
|||||
|
2022
Q2 | $2.08M | Sell |
|
|||||
|
2022
Q1 | $2.69M | Buy |
|
|||||
|
2021
Q4 | $1.38M | Sell |
|
|||||
|
2021
Q3 | $1.42M | Sell |
|
|||||
|
2021
Q2 | $2.25M | Sell |
|
|||||
|
2021
Q1 | $2.27M | Buy |
|
|||||
|
2020
Q4 | $1.23M | Buy |
|
|||||
|
2020
Q3 | $406K | Buy |
|
|||||
|
2020
Q2 | $422K | Buy |
|