Mason & Associates (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $582K | Hold |
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|
2025
Q2 | $552K | Hold |
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|
2025
Q1 | $609K | Hold |
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|
2024
Q4 | $558K | Hold |
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|
2024
Q3 | $572K | Sell |
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|
2024
Q2 | $734K | Buy |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $648K | Hold |
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|
2023
Q3 | $699K | Sell |
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|
2023
Q2 | $714K | Sell |
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|
2023
Q1 | $749K | Sell |
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|
2022
Q4 | $791K | Buy |
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|
2022
Q3 | $614K | Sell |
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|
2022
Q2 | $618K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $437K | Buy |
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