Hudson Valley Investment Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
30,799
-3,192
| -9% | -$271K | 0.29% | 81 |
|
|
2025
Q1 | $3.18M | Sell |
33,991
-4,037
| -11% | -$377K | 0.38% | 68 |
|
|
2024
Q4 | $3.26M | Buy |
38,028
+1,076
| +3% | +$92.2K | 0.37% | 68 |
|
|
2024
Q3 | $3.24M | Sell |
36,952
-2,419
| -6% | -$212K | 0.36% | 69 |
|
|
2024
Q2 | $3.3M | Buy |
39,371
+1,528
| +4% | +$128K | 0.43% | 68 |
|
|
2024
Q1 | $3.57M | Sell |
37,843
-1,528
| -4% | -$144K | 0.43% | 65 |
|
|
2023
Q4 | $3.3M | Sell |
39,371
-455
| -1% | -$38.1K | 0.45% | 67 |
|
|
2023
Q3 | $3.6M | Sell |
39,826
-142
| -0.4% | -$12.8K | 0.51% | 60 |
|
|
2023
Q2 | $3.24M | Buy |
39,968
+1,172
| +3% | +$95.1K | 0.44% | 64 |
|
|
2023
Q1 | $3.21M | Buy |
38,796
+812
| +2% | +$67.3K | 0.45% | 68 |
|
|
2022
Q4 | $3.32M | Sell |
37,984
-1,462
| -4% | -$128K | 0.5% | 58 |
|
|
2022
Q3 | $2.84M | Sell |
39,446
-1,768
| -4% | -$127K | 0.46% | 62 |
|
|
2022
Q2 | $2.95M | Buy |
41,214
+949
| +2% | +$67.9K | 0.46% | 64 |
|
|
2022
Q1 | $3.08M | Buy |
+40,265
| New | +$3.08M | 0.41% | 68 |
|