Obermeyer Wealth 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 | $497K | Sell |
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|
2025
Q2 | $492K | Buy |
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|
2025
Q1 | $520K | Hold |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $564K | Hold |
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|
2023
Q4 | $501K | Hold |
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|
2023
Q3 | $540K | Hold |
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|
2023
Q2 | $485K | Hold |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $279K | Buy |
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