Northeast Financial Consultants’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 | $3.44M | Sell |
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|
2025
Q1 | $3.92M | Sell |
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|
2024
Q4 | $4.63M | Sell |
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|
2024
Q3 | $5.11M | Sell |
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|
2024
Q2 | $6.43M | Sell |
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|
2024
Q1 | $7.13M | Sell |
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|
2023
Q4 | $6.75M | Sell |
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|
2023
Q3 | $8.44M | Buy |
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|
2023
Q2 | $6.48M | Sell |
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|
2023
Q1 | $7.58M | Sell |
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|
2022
Q4 | $9.65M | Sell |
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|
2022
Q3 | $9.57M | Sell |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $8.26M | Buy |
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|
2021
Q4 | $1.98M | Buy |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $513K | Buy |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $337K | Sell |
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|
2020
Q2 | $482K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $349K | Hold |
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|
2016
Q4 | $377K | Hold |
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|
2016
Q3 | $353K | Hold |
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|
2016
Q2 | $341K | Hold |
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|
2016
Q1 | $309K | Hold |
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|
2015
Q4 | $302K | Buy |
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