Journey Advisory Group’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 | $970K | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.16M | Hold |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.55M | Buy |
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|
2023
Q4 | $1.37M | Hold |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.16M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $319K | Sell |
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|
2021
Q3 | $307K | Sell |
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|
2021
Q2 | $400K | Sell |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $305K | Buy |
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