Pathway Financial 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 | $534K | Hold |
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|
2025
Q2 | $507K | Sell |
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|
2025
Q1 | $845K | Sell |
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|
2024
Q4 | $783K | Buy |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $825K | Hold |
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|
2024
Q1 | $854K | Sell |
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|
2023
Q4 | $768K | Sell |
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|
2023
Q3 | $888K | Buy |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | $761K | Buy |
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|
2022
Q4 | $783K | Hold |
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|
2022
Q3 | $644K | Sell |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $684K | Hold |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q1 | $525K | Buy |
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|
2020
Q4 | $476K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $257K | Hold |
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|
2018
Q1 | $228K | Sell |
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|
2017
Q4 | $251K | Buy |
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