Gradient Capital Advisors’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 | $276K | Sell |
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|
2025
Q2 | $387K | Buy |
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|
2025
Q1 | $314K | Buy |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $295K | Sell |
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|
2024
Q2 | $313K | Buy |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $268K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $217K | Buy |
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