Private Wealth Advisors (California)’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 | $3.94M | Sell |
|
|||||
|
2025
Q1 | $5.34M | Buy |
|
|||||
|
2024
Q4 | $4.79M | Sell |
|
|||||
|
2024
Q3 | $5.08M | Hold |
|
|||||
|
2024
Q2 | $5.15M | Buy |
|
|||||
|
2024
Q1 | $5.23M | Sell |
|
|||||
|
2023
Q4 | $4.96M | Sell |
|
|||||
|
2023
Q3 | $5.58M | Sell |
|
|||||
|
2023
Q2 | $5.18M | Sell |
|
|||||
|
2023
Q1 | $5.32M | Sell |
|
|||||
|
2022
Q4 | $6.01M | Sell |
|
|||||
|
2022
Q3 | $5.27M | Sell |
|
|||||
|
2022
Q2 | $5.79M | Sell |
|
|||||
|
2022
Q1 | $5.84M | Sell |
|
|||||
|
2021
Q4 | $4.62M | Sell |
|
|||||
|
2021
Q3 | $5.51M | Sell |
|
|||||
|
2021
Q2 | $6.96M | Buy |
|
|||||
|
2021
Q1 | $5.32M | Sell |
|
|||||
|
2020
Q4 | $4.77M | Buy |
|
|||||
|
2020
Q3 | $2.26M | Buy |
|
|||||
|
2020
Q2 | $2.39M | Sell |
|
|||||
|
2020
Q1 | $3.21M | Buy |
|
|||||
|
2019
Q4 | $4.59M | Buy |
|
|||||
|
2019
Q3 | $3.84M | Buy |
|
|||||
|
2019
Q2 | $3.9M | Hold |
|
|||||
|
2019
Q1 | $3.9M | Buy |
|
|||||
|
2018
Q4 | $3.05M | Buy |
|