Patten & Patten’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 | $1.8M | Sell |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $1.93M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.55M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.13M | Buy |
|
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $817K | Sell |
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|
2022
Q2 | $827K | Buy |
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|
2022
Q1 | $795K | Sell |
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|
2021
Q4 | $579K | Buy |
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|
2021
Q3 | $522K | Sell |
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|
2021
Q2 | $558K | Sell |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $427K | Sell |
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|
2020
Q1 | $331K | Sell |
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|
2019
Q4 | $823K | Hold |
|
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|
2019
Q3 | $811K | Sell |
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|
2019
Q2 | $900K | Sell |
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|
2019
Q1 | $991K | Sell |
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|
2018
Q4 | $887K | Sell |
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|
2018
Q3 | $1.24M | Sell |
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|
2018
Q2 | $1.52M | Sell |
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|
2018
Q1 | $1.4M | Sell |
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|
2017
Q4 | $1.54M | Sell |
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|
2017
Q3 | $1.81M | Sell |
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|
2017
Q2 | $2.46M | Sell |
|
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|
2017
Q1 | $2.85M | Sell |
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|
2016
Q4 | $3.91M | Sell |
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|
2016
Q3 | $3.75M | Sell |
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|
2016
Q2 | $3.67M | Sell |
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|
2016
Q1 | $3.52M | Buy |
|
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|
2015
Q4 | $314K | Sell |
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|
2015
Q3 | $322K | Buy |
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|
2015
Q2 | $385K | Buy |
|
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|
2015
Q1 | $390K | Sell |
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|
2014
Q4 | $414K | Sell |
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|
2014
Q3 | $485K | Buy |
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|
2014
Q2 | $464K | Sell |
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|
2014
Q1 | $433K | Sell |
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|
2013
Q4 | $451K | Buy |
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|
2013
Q3 | $384K | Sell |
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|
2013
Q2 | $516K | Buy |
|