GoalVest Advisory’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 | $18K | Sell |
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|
2025
Q1 | $42.8K | Sell |
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|
2024
Q4 | $78.8K | Buy |
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|
2024
Q3 | $78.6K | Sell |
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|
2024
Q2 | $81.7K | Sell |
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|
2024
Q1 | $266K | Sell |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $344K | Sell |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $774K | Sell |
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|
2022
Q4 | $825K | Hold |
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|
2022
Q3 | $679K | Sell |
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|
2022
Q2 | $2.39M | Sell |
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|
2022
Q1 | $2.65M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.67M | Sell |
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|
2020
Q4 | $1.32M | Buy |
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