Heritage Trust’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 | $268K | Hold |
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|
2025
Q2 | $254K | Hold |
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|
2025
Q1 | $280K | Sell |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $244K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $20K | Sell |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $33K | Sell |
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|
2018
Q1 | $30K | Buy |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $9K | Buy |
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