Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $17.3M | Buy |
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|
2023
Q2 | $980K | Buy |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $918K | Buy |
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|
2022
Q3 | $716K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $17.7M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $54K | Hold |
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|
2017
Q1 | $58K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $56K | Buy |
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