Goelzer Investment Management’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 | $872K | Buy |
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|
2025
Q2 | $827K | Sell |
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|
2025
Q1 | $915K | Sell |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $862K | Buy |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $954K | Sell |
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|
2023
Q4 | $863K | Buy |
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|
2023
Q3 | $877K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $903K | Buy |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $835K | Buy |
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|
2022
Q2 | $815K | Buy |
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|
2022
Q1 | $825K | Sell |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $580K | Sell |
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|
2021
Q2 | $618K | Buy |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $470K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $417K | Sell |
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|
2019
Q3 | $436K | Sell |
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|
2019
Q2 | $472K | Sell |
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|
2019
Q1 | $585K | Sell |
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|
2018
Q4 | $639K | Sell |
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|
2018
Q3 | $1.11M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $936K | Buy |
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|
2017
Q4 | $995K | Sell |
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|
2017
Q3 | $986K | Sell |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.52M | Buy |
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|
2016
Q3 | $1.31M | Sell |
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|
2016
Q2 | $1.31M | Sell |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.22M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $458K | Sell |
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|
2015
Q1 | $534K | Sell |
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|
2014
Q4 | $695K | Buy |
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|
2014
Q3 | $690K | Buy |
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|
2014
Q2 | $755K | Sell |
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|
2014
Q1 | $761K | Sell |
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|
2013
Q4 | $761K | Sell |
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|
2013
Q3 | $729K | Sell |
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|
2013
Q2 | $1.51M | Buy |
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