Neville Rodie & Shaw’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$434K Hold
2024
Q4
$398K Sell
2024
Q3
$516K Sell
2024
Q2
$554K Hold
2024
Q1
$574K Hold
2023
Q4
$509K Sell
2023
Q3
$814K Buy
2023
Q2
$726K Sell
2023
Q1
$955K Buy
2022
Q4
$842K Buy
2022
Q3
$646K Buy
2022
Q2
$613K Buy
2022
Q1
$584K Buy