Peak Asset Management’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 | $494K | Hold |
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|
2025
Q2 | $469K | Hold |
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|
2025
Q1 | $517K | Sell |
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|
2024
Q4 | $984K | Hold |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.08M | Hold |
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|
2023
Q4 | $963K | Sell |
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|
2023
Q3 | $1.48M | Hold |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.53M | Hold |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $317K | Sell |
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|
2018
Q2 | $393K | Hold |
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|
2018
Q1 | $349K | Sell |
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|
2017
Q4 | $545K | Hold |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $552K | Sell |
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|
2016
Q4 | $636K | Buy |
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|
2016
Q3 | $267K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $234K | Hold |
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|
2015
Q1 | $241K | Buy |
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