KMG Fiduciary Partners’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 | $680K | Buy |
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|
2025
Q2 | $635K | Buy |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $693K | Sell |
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|
2024
Q2 | $771K | Buy |
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|
2024
Q1 | $797K | Buy |
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|
2023
Q4 | $697K | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $532K | Buy |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $358K | Hold |
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|
2022
Q1 | $382K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $260K | Hold |
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|
2021
Q2 | $269K | Buy |
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