IHT Wealth Management’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 | $4.07M | Buy |
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|
2025
Q2 | $3.86M | Sell |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $4.86M | Buy |
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|
2024
Q3 | $4.91M | Sell |
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|
2024
Q2 | $6.04M | Buy |
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|
2024
Q1 | $5.31M | Sell |
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|
2023
Q4 | $8.12M | Buy |
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|
2023
Q3 | $8.33M | Sell |
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|
2023
Q2 | $8.17M | Sell |
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|
2023
Q1 | $9.49M | Sell |
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|
2022
Q4 | $10.3M | Sell |
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|
2022
Q3 | $9.48M | Buy |
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|
2022
Q2 | $7.11M | Buy |
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|
2022
Q1 | $7.3M | Buy |
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|
2021
Q4 | $3M | Sell |
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|
2021
Q3 | $3.61M | Sell |
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|
2021
Q2 | $5.45M | Buy |
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|
2021
Q1 | $2.57M | Buy |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.37M | Sell |
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|
2020
Q2 | $2M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $991K | Buy |
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|
2019
Q2 | $907K | Buy |
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|
2019
Q1 | $923K | Buy |
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|
2018
Q4 | $718K | Buy |
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|
2018
Q3 | $903K | Buy |
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|
2018
Q2 | $897K | Sell |
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|
2018
Q1 | $815K | Sell |
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|
2017
Q4 | $951K | Buy |
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|
2017
Q3 | $707K | Buy |
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|
2017
Q2 | $3 | Buy |
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|
2017
Q1 | $608K | Buy |
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|
2016
Q4 | $596K | Buy |
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