P.J. Schmidt Investment Management (PJS)’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 | $439K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $690K | Sell |
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|
2024
Q2 | $730K | Buy |
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|
2024
Q1 | $681K | Sell |
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|
2023
Q4 | $664K | Buy |
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|
2023
Q3 | $660K | Buy |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $586K | Buy |
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|
2022
Q4 | $433K | Buy |
|