NorthRock Partners’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 | $1.79M | Buy |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $481K | Sell |
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|
2024
Q3 | $515K | Buy |
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|
2024
Q2 | $535K | Sell |
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|
2024
Q1 | $648K | Buy |
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|
2023
Q4 | $566K | Buy |
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|
2023
Q3 | $497K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $595K | Sell |
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|
2016
Q2 | $577K | Buy |
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|
2016
Q1 | $521K | Hold |
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|
2015
Q4 | $508K | Buy |
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