Modera 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 | $530K | Sell |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $541K | Sell |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $518K | Sell |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $486K | Sell |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $310K | Sell |
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|
2022
Q2 | $313K | Sell |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $228K | Sell |
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|
2021
Q2 | $261K | Buy |
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