Harrell Investment Partners’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
2024
Q2
Sell
2024
Q1
$229K Sell
2023
Q4
$254K Sell
2023
Q3
$297K Sell
2023
Q2
$292K Buy
2023
Q1
$296K Sell
2022
Q4
$354K Sell
2022
Q3
$296K Sell
2022
Q2
$1.28M Sell
2022
Q1
$1.53M Sell
2021
Q4
$1.56M Sell
2021
Q3
$2.93M Buy
2021
Q2
$2.98M Sell
2021
Q1
$3.15M Sell
2020
Q4
$2.92M Buy
2020
Q3
$971K Buy
2020
Q2
$1.01M Buy
2020
Q1
$601K Buy