Perennial Investment 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
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.46M | Buy |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $3.82M | Sell |
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|
2024
Q1 | $6.94M | Sell |
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|
2023
Q4 | $6.77M | Sell |
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|
2023
Q3 | $7.5M | Buy |
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|
2023
Q2 | $6.72M | Sell |
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|
2023
Q1 | $7.49M | Buy |
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|
2022
Q4 | $7.55M | Buy |
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|
2022
Q3 | $5.46M | Buy |
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|
2022
Q2 | $5.26M | Buy |
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|
2022
Q1 | $5.1M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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