Newman Dignan & Sheerar Inc’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 | $323K | Buy |
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|
2025
Q2 | $281K | Sell |
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|
2025
Q1 | $313K | Hold |
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|
2024
Q4 | $287K | Hold |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $311K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $286 | Buy |
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|
2022
Q2 | $271K | Buy |
|