Legacy Advisors’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
Sell
2025
Q1
$434K Buy
2022
Q3
Sell
2022
Q2
$433K Buy
2022
Q1
$405K Buy
2019
Q3
Sell
2019
Q2
$241K Sell
2019
Q1
$498K Buy
2018
Q4
$216K Buy
2018
Q3
$280K Buy
2018
Q2
$281K Buy
2018
Q1
$53K Buy