Joseph P. Lucia & Associates’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 | $3.04M | Sell |
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|
2025
Q2 | $2.9M | Sell |
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|
2025
Q1 | $3.49M | Sell |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $2.13M | Sell |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $57K | Sell |
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|
2021
Q2 | $63K | Buy |
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|
2021
Q1 | $46K | Sell |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $93K | Sell |
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|
2019
Q3 | $126K | Sell |
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|
2019
Q2 | $144K | Sell |
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|
2019
Q1 | $2.65K | Buy |
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