Montecito Bank & Trust’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 | $336K | Buy |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $369K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $457K | Sell |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $588K | Sell |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $972K | Buy |
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|
2022
Q4 | $947K | Hold |
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|
2022
Q3 | $780K | Sell |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | $584K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $433K | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $988K | Buy |
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|
2018
Q1 | $860K | Buy |
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|
2017
Q4 | $373K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $311K | Buy |
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|
2016
Q4 | $9K | Buy |
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