Key Financial Inc’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 | $165K | Sell |
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|
2025
Q2 | $164K | Buy |
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|
2025
Q1 | $172K | Hold |
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|
2024
Q4 | $158K | Hold |
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|
2024
Q3 | $162K | Sell |
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|
2024
Q2 | $423K | Hold |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $426K | Buy |
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|
2023
Q2 | $379K | Hold |
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|
2023
Q1 | $387K | Hold |
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|
2022
Q4 | $336K | Hold |
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|
2022
Q3 | $336K | Hold |
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|
2022
Q2 | $339K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $194K | Buy |
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|
2021
Q1 | $55K | Hold |
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|
2020
Q4 | $43K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $30K | Buy |
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