L. Roy Papp & Associates’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 | $1.25M | Buy |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $936K | Buy |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $779K | Sell |
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|
2022
Q2 | $833K | Sell |
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|
2022
Q1 | $937K | Sell |
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|
2021
Q4 | $698K | Sell |
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|
2021
Q3 | $686K | Sell |
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|
2021
Q2 | $720K | Sell |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $530K | Buy |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $569K | Hold |
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|
2020
Q1 | $437K | Buy |
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|
2019
Q4 | $788K | Sell |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.49M | Sell |
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|
2018
Q2 | $1.51M | Sell |
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|
2018
Q1 | $1.37M | Sell |
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|
2017
Q4 | $1.48M | Sell |
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|
2017
Q3 | $1.41M | Hold |
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|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $1.57M | Sell |
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|
2016
Q3 | $1.55M | Buy |
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|
2016
Q2 | $1.45M | Buy |
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|
2016
Q1 | $1.28M | Buy |
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|
2015
Q4 | $1.22M | Buy |
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|
2015
Q3 | $1.13M | Buy |
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|
2015
Q2 | $1.33M | Buy |
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|
2015
Q1 | $1.35M | Buy |
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|
2014
Q4 | $1.34M | Hold |
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|
2014
Q3 | $1.53M | Hold |
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|
2014
Q2 | $1.69M | Sell |
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|
2014
Q1 | $1.52M | Buy |
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|
2013
Q4 | $1.4M | Buy |
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|
2013
Q3 | $1.3M | Buy |
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|
2013
Q2 | $1.11M | Buy |
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