Mayflower Financial Advisors’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 | $844K | Buy |
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|
2025
Q2 | $783K | Buy |
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|
2025
Q1 | $859K | Buy |
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|
2024
Q4 | $778K | Hold |
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|
2024
Q3 | $797K | Sell |
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|
2024
Q2 | $835K | Sell |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $824K | Sell |
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|
2023
Q3 | $905K | Sell |
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|
2023
Q2 | $826K | Buy |
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|
2023
Q1 | $842K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $853K | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.2M | Buy |
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|
2021
Q4 | $619K | Buy |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $336K | Buy |
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|
2021
Q1 | $280K | Buy |
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