New England Private Wealth 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
Q3 | $389K | Buy |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $324K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $277K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $359K | Buy |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $249K | Sell |
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|
2018
Q3 | $1.89M | Sell |
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|
2018
Q2 | $1.92M | Sell |
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|
2018
Q1 | $1.72M | Sell |
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|
2017
Q4 | $1.86M | Buy |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $2.19M | Sell |
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|
2017
Q1 | $2.87M | Buy |
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|
2016
Q4 | $2.96M | Buy |
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|
2016
Q3 | $2.77M | Sell |
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|
2016
Q2 | $2.68M | Buy |
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|
2016
Q1 | $2.19M | Buy |
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|
2015
Q4 | $2.02M | Buy |
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|
2015
Q3 | $1.97M | Buy |
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|
2015
Q2 | $367K | Sell |
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|
2015
Q1 | $846K | Buy |
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|
2014
Q4 | $852K | Sell |
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|
2014
Q3 | $1.18M | Buy |
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|
2014
Q2 | $1.32M | Buy |
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|
2014
Q1 | $1.17M | Buy |
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|
2013
Q4 | $946K | Buy |
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|
2013
Q3 | $857K | Buy |
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|
2013
Q2 | $804K | Buy |
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