Keebeck Wealth 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
Q1 | – | Sell |
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|
2024
Q4 | $215K | Sell |
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|
2024
Q3 | $309K | Sell |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $528K | Sell |
|
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|
2023
Q4 | $489K | Buy |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $216K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $404K | Buy |
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