MA Private Wealth’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 | $705K | Sell |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $973K | Hold |
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|
2024
Q3 | $997K | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $2.05M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $1.95M | Sell |
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|
2022
Q4 | $4.56M | Sell |
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|
2022
Q3 | $9.06M | Sell |
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|
2022
Q2 | $7.18M | Sell |
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|
2022
Q1 | $13.5M | Sell |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $4.24M | Buy |
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|
2021
Q1 | $3.46M | Buy |
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