J.W. Cole Advisors’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 | $11.3M | Buy |
|
|||||
|
2025
Q2 | $10.1M | Buy |
|
|||||
|
2025
Q1 | $6.1M | Buy |
|
|||||
|
2024
Q4 | $4.79M | Sell |
|
|||||
|
2024
Q3 | $5.69M | Buy |
|
|||||
|
2024
Q2 | $4.89M | Sell |
|
|||||
|
2024
Q1 | $5.25M | Buy |
|
|||||
|
2023
Q4 | $3.88M | Sell |
|
|||||
|
2023
Q3 | $4.89M | Sell |
|
|||||
|
2023
Q2 | $4.71M | Sell |
|
|||||
|
2023
Q1 | $8.64M | Sell |
|
|||||
|
2022
Q4 | $10.4M | Buy |
|
|||||
|
2022
Q3 | $7.68M | Buy |
|
|||||
|
2022
Q2 | $6.29M | Buy |
|
|||||
|
2022
Q1 | $6.4M | Buy |
|
|||||
|
2021
Q4 | $3.22M | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $3.58M | Buy |
|
|||||
|
2021
Q1 | $2.31M | Buy |
|
|||||
|
2020
Q4 | $1.36M | Buy |
|
|||||
|
2020
Q3 | $343K | Sell |
|
|||||
|
2020
Q2 | $500K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.68M | Buy |
|