JFS Wealth 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
Q2 | $1.57M | Buy |
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|
2025
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.59M | Buy |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $665K | Buy |
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|
2023
Q2 | $560K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $720K | Buy |
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|
2022
Q2 | $710K | Sell |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $577K | Buy |
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|
2021
Q3 | $529K | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $162K | Hold |
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|
2019
Q3 | $160K | Buy |
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|
2019
Q2 | $76K | Hold |
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|
2019
Q1 | $79K | Hold |
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|
2018
Q4 | $69K | Buy |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $506K | Buy |
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|
2017
Q3 | $477K | Sell |
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|
2017
Q2 | $461K | Sell |
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|
2017
Q1 | $4.48M | Hold |
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|
2016
Q4 | $4.48M | Buy |
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|
2016
Q3 | $3.62M | Sell |
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|
2016
Q2 | $3.96M | Sell |
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|
2016
Q1 | $4.06M | Sell |
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|
2015
Q4 | $4.03M | Sell |
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|
2015
Q3 | $8.94M | Buy |
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|
2015
Q2 | $9.58M | Sell |
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|
2015
Q1 | $9.95M | Buy |
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|
2014
Q4 | $9.66M | Buy |
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|
2014
Q3 | $286K | Buy |
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|
2014
Q2 | $313K | Buy |
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|
2014
Q1 | $277K | Buy |
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|
2013
Q4 | $274K | Buy |
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|
2013
Q3 | $256K | Buy |
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|
2013
Q2 | $221K | Buy |
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