Glassman Wealth Services’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 | $89.6K | Sell |
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|
2025
Q2 | $89.8K | Buy |
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|
2025
Q1 | $93.7K | Sell |
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|
2024
Q4 | $86K | Sell |
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|
2024
Q3 | $116K | Buy |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $124K | Buy |
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|
2023
Q4 | $108K | Sell |
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|
2023
Q3 | $125K | Buy |
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|
2023
Q2 | $110K | Sell |
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|
2023
Q1 | $144K | Sell |
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|
2022
Q4 | $503K | Buy |
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|
2022
Q3 | $370K | Buy |
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|
2022
Q2 | $364K | Sell |
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|
2022
Q1 | $389K | Buy |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $233K | Buy |
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|
2020
Q4 | $174K | Sell |
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|
2020
Q3 | $210K | Sell |
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|
2020
Q2 | $356K | Buy |
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|
2020
Q1 | $172K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $30K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $142K | Sell |
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|
2015
Q3 | $707K | Buy |
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|
2015
Q2 | $83K | Buy |
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