MV Capital 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
Q2 | $752K | Buy |
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|
2025
Q1 | $417K | Sell |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $387K | Buy |
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|
2024
Q1 | $399K | Buy |
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|
2023
Q4 | $352K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $336K | Buy |
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|
2023
Q1 | $340K | Buy |
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|
2022
Q4 | $356K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $261K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $199K | Buy |
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|
2021
Q3 | $185K | Buy |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $163K | Buy |
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|
2020
Q4 | $125K | Buy |
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|
2020
Q3 | $93K | Sell |
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|
2020
Q2 | $120K | Buy |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $116K | Sell |
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|
2019
Q1 | $148K | Sell |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q3 | $182K | Sell |
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|
2018
Q2 | $1.14M | Buy |
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|
2018
Q1 | $9K | Sell |
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|
2017
Q4 | $136K | Hold |
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|
2017
Q3 | $129K | Sell |
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|
2017
Q2 | $156K | Hold |
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|
2017
Q1 | $168K | Sell |
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|
2016
Q4 | $828K | Buy |
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|
2016
Q3 | $750K | Sell |
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|
2016
Q2 | $746K | Buy |
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|
2016
Q1 | $136K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $7K | Sell |
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|
2015
Q2 | $1.89M | Buy |
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|
2015
Q1 | $21K | Buy |
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|
2014
Q4 | $10K | Buy |
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