Lugano Financial Advisors SA (LFA)’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 | $341K | Hold |
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|
2025
Q1 | $375K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $173K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $757K | Hold |
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|
2018
Q3 | $757K | Hold |
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|
2018
Q2 | $754K | Buy |
|