Institute for 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 | $2.46M | Sell |
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|
2025
Q2 | $2.42M | Buy |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.55M | Buy |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $2.73M | Buy |
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|
2023
Q4 | $2.3M | Buy |
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|
2023
Q3 | $2.27M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $707K | Buy |
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|
2020
Q3 | $417K | Sell |
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|
2020
Q2 | $594K | Sell |
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|
2020
Q1 | $467K | Buy |
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|
2019
Q4 | $864K | Sell |
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|
2019
Q3 | $1.11M | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.33M | Sell |
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|
2018
Q4 | $1.19M | Sell |
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|
2018
Q3 | $1.8M | Sell |
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|
2018
Q2 | $1.92M | Buy |
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|
2018
Q1 | $1.7M | Sell |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $1.55M | Sell |
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|
2017
Q2 | $1.55M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.24M | Sell |
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|
2014
Q2 | $1.46M | Sell |
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|
2014
Q1 | $1.31M | Sell |
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|
2013
Q4 | $1.32M | Buy |
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|
2013
Q3 | $8K | Buy |
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