Okabena Investment Services’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
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.55M | Hold |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $992K | Hold |
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|
2023
Q2 | $891K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $591K | Hold |
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|
2021
Q2 | $611K | Hold |
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|
2021
Q1 | $556K | Hold |
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|
2020
Q4 | $430K | Hold |
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|
2020
Q3 | $340K | Hold |
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|
2020
Q2 | $429K | Sell |
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|
2020
Q1 | $371K | Hold |
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|
2019
Q4 | $766K | Buy |
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