Joel Isaacson & Co’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 | $2.41M | Buy |
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|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $2.51M | Buy |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.83M | Buy |
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|
2024
Q2 | $1.75M | Buy |
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|
2024
Q1 | $1.81M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.53M | Buy |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $222K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Sell |
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|
2017
Q3 | $234K | Sell |
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|
2017
Q2 | $283K | Buy |
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|
2017
Q1 | $304K | Buy |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $306K | Buy |
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|
2016
Q2 | $295K | Buy |
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|
2016
Q1 | $267K | Buy |
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|
2015
Q4 | $232K | Buy |
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|
2015
Q3 | $215K | Buy |
|
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|
2015
Q2 | $208K | Buy |
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|
2015
Q1 | $214K | Buy |
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|
2014
Q4 | $120K | Buy |
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|
2014
Q3 | $46K | Sell |
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|
2014
Q2 | $72K | Hold |
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|
2014
Q1 | $64K | Hold |
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|
2013
Q4 | $64K | Hold |
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|
2013
Q3 | $60K | Hold |
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|
2013
Q2 | $56K | Buy |
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