Mitchell McLeod Pugh & Williams’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 | $1.01M | Sell |
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|
2025
Q2 | $994K | Buy |
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|
2025
Q1 | $1.06M | Sell |
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|
2024
Q4 | $971K | Buy |
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|
2024
Q3 | $973K | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $937K | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $912K | Hold |
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|
2023
Q1 | $931K | Sell |
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|
2022
Q4 | $986K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $268K | Hold |
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|
2017
Q1 | $289K | Hold |
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|
2016
Q4 | $312K | Sell |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $300K | Hold |
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|
2016
Q1 | $273K | Hold |
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|
2015
Q4 | $266K | Hold |
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|
2015
Q3 | $269K | Hold |
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|
2015
Q2 | $331K | Hold |
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|
2015
Q1 | $342K | Hold |
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|
2014
Q4 | $348K | Buy |
|