Laurel Wealth Advisors (North Carolina)’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
Q2 | $18.3M | Buy |
|
|||||
|
2025
Q1 | $1.55M | Buy |
|
|||||
|
2024
Q4 | $1.37M | Buy |
|
|||||
|
2024
Q3 | $1.29M | Buy |
|
|||||
|
2024
Q2 | $1.3M | Buy |
|
|||||
|
2024
Q1 | $1.3M | Buy |
|
|||||
|
2023
Q4 | $1.11M | Buy |
|
|||||
|
2023
Q3 | $967K | Sell |
|
|||||
|
2023
Q2 | $925K | Buy |
|
|||||
|
2023
Q1 | $921K | Buy |
|
|||||
|
2022
Q4 | $968K | Buy |
|
|||||
|
2022
Q3 | $754K | Sell |
|
|||||
|
2022
Q2 | $750K | Buy |
|
|||||
|
2022
Q1 | $779K | Buy |
|
|||||
|
2021
Q4 | $397K | Buy |
|
|||||
|
2021
Q3 | $334K | Sell |
|
|||||
|
2021
Q2 | $351K | Buy |
|
|||||
|
2021
Q1 | $306K | Buy |
|
|||||
|
2020
Q4 | $223K | Sell |
|
|||||
|
2020
Q3 | $213K | Sell |
|
|||||
|
2020
Q2 | $326K | Buy |
|
|||||
|
2020
Q1 | $244K | Sell |
|
|||||
|
2019
Q4 | $514K | Sell |
|
|||||
|
2019
Q3 | $564K | Sell |
|
|||||
|
2019
Q2 | $652K | Sell |
|
|||||
|
2019
Q1 | $706K | Sell |
|
|||||
|
2018
Q4 | $627K | Buy |
|