Patton Albertson Miller Group’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 | – | Sell |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $204K | Hold |
|
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|
2024
Q1 | $211K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $271K | Sell |
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|
2014
Q1 | $246K | Sell |
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|
2013
Q4 | $265K | Sell |
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|
2013
Q3 | $264K | Buy |
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|
2013
Q2 | $241K | Buy |
|