Laidlaw Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $1.84M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $3.32M | Sell |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.35M | Sell |
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|
2022
Q1 | $5.45M | Buy |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $2.19M | Sell |
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|
2021
Q2 | $2.71M | Buy |
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|
2021
Q1 | $2.03M | Buy |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Buy |
|