Optimum Investment Advisors’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 | $468K | Sell |
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|
2025
Q2 | $499K | Buy |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $482K | Buy |
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|
2024
Q3 | $361K | Sell |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $380K | Buy |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $273K | Sell |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $163K | Buy |
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|
2022
Q2 | $153K | Buy |
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|
2022
Q1 | $136K | Sell |
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|
2021
Q4 | $112K | Sell |
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|
2021
Q3 | $153K | Sell |
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|
2021
Q2 | $168K | Sell |
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|
2021
Q1 | $162K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $95K | Buy |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $191K | Buy |
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|
2019
Q3 | $182K | Buy |
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|
2019
Q2 | $193K | Buy |
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|
2019
Q1 | $189K | Buy |
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|
2018
Q4 | $162K | Buy |
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|
2018
Q3 | $211K | Sell |
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|
2018
Q2 | $225K | Sell |
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|
2018
Q1 | $202K | Buy |
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|
2017
Q4 | $204K | Buy |
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|
2015
Q1 | $95K | Sell |
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|
2014
Q4 | $125K | Sell |
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|
2014
Q3 | $192K | Buy |
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|
2014
Q2 | $177K | Buy |
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|
2014
Q1 | $89K | Hold |
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|
2013
Q4 | $89K | Hold |
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|
2013
Q3 | $83K | Buy |
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