Lyell 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
Q3 | $2.25M | Sell |
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|
2025
Q2 | $2.67M | Sell |
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|
2025
Q1 | $6.6M | Sell |
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|
2024
Q4 | $8.36M | Sell |
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|
2024
Q3 | $9.04M | Sell |
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|
2024
Q2 | $9.46M | Buy |
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|
2024
Q1 | $9.39M | Sell |
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|
2023
Q4 | $8.45M | Sell |
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|
2023
Q3 | $9.39M | Buy |
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|
2023
Q2 | $8.2M | Buy |
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|
2023
Q1 | $8.29M | Sell |
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|
2022
Q4 | $8.82M | Buy |
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|
2022
Q3 | $5.49M | Buy |
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|
2022
Q2 | $4.93M | Buy |
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|
2022
Q1 | $4.85M | Buy |
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|
2021
Q4 | $1.78M | Buy |
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|
2021
Q3 | $1.48M | Buy |
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|
2021
Q2 | $1.32M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $896K | Sell |
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|
2019
Q1 | $1.19M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $953K | Sell |
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|
2017
Q4 | $1.05M | Buy |
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|
2017
Q3 | $888K | Buy |
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|
2017
Q2 | $792K | Sell |
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|
2017
Q1 | $956K | Buy |
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|
2016
Q4 | $715K | Buy |
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