Investment Partners’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 | $713K | Sell |
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|
2025
Q2 | $768K | Buy |
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|
2025
Q1 | $846K | Buy |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $823K | Buy |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $883K | Buy |
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|
2023
Q2 | $792K | Sell |
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|
2023
Q1 | $895K | Sell |
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|
2022
Q4 | $964K | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $561K | Buy |
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|
2022
Q1 | $589K | Buy |
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|
2021
Q4 | $396K | Sell |
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|
2021
Q3 | $496K | Sell |
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|
2021
Q2 | $518K | Buy |
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|
2021
Q1 | $204K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $201K | Sell |
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|
2016
Q3 | $510K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $395K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $980K | Buy |
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|
2015
Q2 | $1.15M | Buy |
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|
2015
Q1 | $1.03M | Hold |
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|
2014
Q4 | $1.05M | Buy |
|