HCR Wealth Advisors’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 | $859K | Buy |
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|
2025
Q2 | $822K | Buy |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $858K | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $960K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $791K | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.71M | Sell |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $9.93M | Sell |
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|
2021
Q4 | $17.8M | Sell |
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|
2021
Q3 | $22.9M | Buy |
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|
2021
Q2 | $23.3M | Buy |
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|
2021
Q1 | $5.08M | Buy |
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|
2020
Q4 | $3.86M | Buy |
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|
2020
Q3 | $3.05M | Buy |
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|
2020
Q2 | $3.76M | Sell |
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|
2020
Q1 | $3.02M | Buy |
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|
2019
Q4 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $245K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $262K | Sell |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $347K | Sell |
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|
2017
Q3 | $401K | Buy |
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|
2017
Q2 | $372K | Sell |
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|
2017
Q1 | $431K | Buy |
|