NewEdge Wealth’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 | $1.18M | Sell |
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|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $4.32M | Sell |
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|
2024
Q4 | $5.15M | Sell |
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|
2024
Q3 | $5.77M | Buy |
|
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|
2024
Q2 | $3.86M | Sell |
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|
2024
Q1 | $4.37M | Sell |
|
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|
2023
Q4 | $9.09M | Buy |
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|
2023
Q3 | $9.78M | Buy |
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|
2023
Q2 | $8.47M | Sell |
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|
2023
Q1 | $11.2M | Buy |
|
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $9.26M | Buy |
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|
2022
Q2 | $9.1M | Sell |
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|
2022
Q1 | $11M | Sell |
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|
2021
Q4 | $9.71M | Buy |
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|
2021
Q3 | $7.46M | Buy |
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|
2021
Q2 | $6.48M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.44M | Buy |
|