Narwhal 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
Q3 | $522K | Sell |
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|
2025
Q2 | $536K | Sell |
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|
2025
Q1 | $1.06M | Hold |
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|
2024
Q4 | $971K | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.71M | Buy |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $893K | Hold |
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|
2023
Q3 | $963K | Hold |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $1.66M | Hold |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $2.06M | Hold |
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|
2022
Q2 | $2.05M | Buy |
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|
2022
Q1 | $898K | Buy |
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|
2021
Q4 | $250K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $854K | Sell |
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|
2019
Q2 | $1.15M | Buy |
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|
2019
Q1 | $793K | Buy |
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|
2018
Q4 | $501K | Sell |
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|
2018
Q3 | $694K | Buy |
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|
2018
Q2 | $593K | Buy |
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|
2018
Q1 | $419K | Sell |
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|
2017
Q4 | $451K | Sell |
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|
2017
Q3 | $445K | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.2M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $1.13M | Buy |
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|
2016
Q2 | $863K | Sell |
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|
2016
Q1 | $801K | Buy |
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|
2015
Q4 | $397K | Sell |
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|
2015
Q3 | $440K | Sell |
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|
2015
Q2 | $672K | Sell |
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|
2015
Q1 | $717K | Sell |
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|
2014
Q4 | $1.43M | Buy |
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