IronBridge Private Wealth’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 | $3.72M | Sell |
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|
2024
Q3 | $3.97M | Buy |
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|
2024
Q2 | $3.89M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.59M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.12M | Buy |
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|
2021
Q4 | – | Hold |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $8.51M | Buy |
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|
2020
Q4 | – | Hold |
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