Hillcrest 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
Q1 | – | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $286K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $456K | Sell |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $1.13M | Sell |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $2.57M | Buy |
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|
2020
Q2 | $2.47M | Sell |
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|
2020
Q1 | $2.22M | Buy |
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|
2019
Q4 | $444K | Sell |
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|
2019
Q3 | $814K | Buy |
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|
2019
Q2 | $599K | Buy |
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|
2019
Q1 | $569K | Sell |
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|
2018
Q4 | $1.35M | Buy |
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