JBR Co Financial 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
$2.68M Sell
2025
Q2
$2.57M Sell
2025
Q1
$2.94M Buy
2024
Q4
$2.49M Sell
2024
Q3
$2.72M Buy
2024
Q2
$2.79M Buy
2024
Q1
$2.49M Sell
2023
Q4
$2.57M Buy