Mount Yale 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
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.36M | Sell |
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|
2024
Q2 | $1.66M | Sell |
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|
2024
Q1 | $1.76M | Sell |
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|
2023
Q4 | $2.72M | Buy |
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|
2023
Q3 | $2.9M | Buy |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.1M | Buy |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $815K | Buy |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $388K | Sell |
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|
2020
Q3 | $321K | Buy |
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|
2020
Q2 | $404K | Sell |
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|
2020
Q1 | $435K | Buy |
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|
2019
Q4 | $613K | Sell |
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|
2019
Q3 | $701K | Buy |
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|
2019
Q2 | $668K | Buy |
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|
2019
Q1 | $698K | Sell |
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|
2018
Q4 | $670K | Sell |
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|
2018
Q3 | $912K | Buy |
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|
2018
Q2 | $697K | Buy |
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|
2018
Q1 | $606K | Buy |
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