One Charles Private Wealth 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
Q3 | $703K | Buy |
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|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $492K | Sell |
|
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $584K | Buy |
|
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|
2024
Q1 | $536K | Sell |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $331K | Buy |
|
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $469K | Sell |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $482K | Sell |
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|
2021
Q3 | $509K | Sell |
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|
2021
Q2 | $780K | Buy |
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|
2021
Q1 | $255K | Buy |
|