Moneta Group Investment 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 | $620K | Buy |
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|
2025
Q2 | $580K | Sell |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $510K | Buy |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $416K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $393K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $98K | Buy |
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|
2018
Q1 | $9K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5K | Buy |
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