Key Client Fiduciary Advisors’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 | $393K | Buy |
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|
2025
Q2 | $372K | Buy |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $360K | Buy |
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|
2024
Q3 | $367K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $401K | Buy |
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|
2022
Q4 | $328K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $218K | Buy |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $1.25M | Buy |
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