Plante Moran Financial 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
Q3 | $47.3K | Buy |
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|
2025
Q2 | $44.7K | Buy |
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|
2025
Q1 | $49K | Sell |
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|
2024
Q4 | $53.5K | Sell |
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|
2024
Q3 | $72.4K | Buy |
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|
2024
Q2 | $57K | Buy |
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|
2024
Q1 | $49.3K | Buy |
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|
2023
Q4 | $19.5K | Sell |
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|
2023
Q3 | $38.1K | Sell |
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|
2023
Q2 | $46K | Buy |
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|
2023
Q1 | $27.7K | Sell |
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|
2022
Q4 | $92.5K | Buy |
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|
2022
Q3 | $53K | Sell |
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|
2022
Q2 | $107K | Sell |
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|
2022
Q1 | $185K | Buy |
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|
2021
Q4 | $51K | Sell |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | $68K | Hold |
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|
2021
Q1 | $62K | Sell |
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|
2020
Q4 | $67K | Sell |
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|
2020
Q3 | $88K | Hold |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $84K | Sell |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q2 | $451K | Hold |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | $378K | Buy |
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|
2018
Q3 | $473K | Hold |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $427K | Buy |
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|
2017
Q4 | $448K | Sell |
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|
2017
Q3 | $565K | Sell |
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|
2017
Q2 | $608K | Buy |
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|
2017
Q1 | $609K | Hold |
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|
2016
Q4 | $656K | Buy |
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|
2016
Q3 | $615K | Buy |
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|
2016
Q2 | $593K | Hold |
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|
2016
Q1 | $538K | Sell |
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|
2015
Q4 | $575K | Buy |
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|
2015
Q3 | $559K | Buy |
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|
2015
Q2 | $47K | Hold |
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|
2015
Q1 | $48K | Sell |
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|
2014
Q4 | $534K | Buy |
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|
2014
Q3 | $41K | Hold |
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|
2014
Q2 | $45K | Hold |
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|
2014
Q1 | $40K | Hold |
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|
2013
Q4 | $40K | Hold |
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|
2013
Q3 | $37K | Hold |
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|
2013
Q2 | $35K | Buy |
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