Petix & Botte Financial’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 | $3.77M | Sell |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.45M | Sell |
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|
2024
Q3 | $5.89M | Buy |
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|
2024
Q2 | $6.08M | Buy |
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|
2024
Q1 | $3.17M | Sell |
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|
2023
Q4 | $5.63M | Sell |
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|
2023
Q3 | $6.13M | Buy |
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|
2023
Q2 | $5.35M | Buy |
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|
2023
Q1 | $2.71M | Buy |
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|
2022
Q3 | $2.3M | Sell |
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|
2022
Q2 | $2.35M | Sell |
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|
2022
Q1 | $5.33M | Buy |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $3.27M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $853K | Buy |
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|
2020
Q3 | $661K | Sell |
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|
2020
Q2 | $764K | Buy |
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|
2020
Q1 | $589K | Buy |
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|
2019
Q4 | $812K | Buy |
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