Kestra Private Wealth Services’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 | $4.64M | Sell |
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|
2025
Q2 | $4.86M | Sell |
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|
2025
Q1 | $5.37M | Sell |
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|
2024
Q4 | $5.69M | Buy |
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|
2024
Q3 | $5.5M | Sell |
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|
2024
Q2 | $9.21M | Sell |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $8.51M | Buy |
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|
2023
Q3 | $8.71M | Buy |
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|
2023
Q2 | $7.41M | Buy |
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|
2023
Q1 | $6.14M | Buy |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $3.42M | Sell |
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|
2022
Q1 | $3.93M | Buy |
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|
2021
Q4 | $2.8M | Buy |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $2.06M | Sell |
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|
2021
Q1 | $1.93M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $692K | Buy |
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