Private Advisory 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 | – | Hold |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $527K | Sell |
|
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|
2024
Q2 | $554K | Sell |
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|
2024
Q1 | $663K | Sell |
|
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $2.2M | Sell |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $1.42M | Sell |
|
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|
2022
Q4 | $2.13M | Sell |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $980K | Sell |
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|
2022
Q1 | $1.23M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4.58M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $801K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $240K | Sell |
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|
2017
Q2 | $561K | Buy |
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|
2017
Q1 | $567K | Buy |
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|
2016
Q4 | $490K | Buy |
|