Leonard Rickey Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $218K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | $5.02M | Buy |
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|
2024
Q1 | $4.85M | Buy |
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | $215K | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $293K | Buy |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $303K | Sell |
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|
2021
Q4 | $233K | Buy |
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