Quattro 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 | – | Sell |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $575K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $765K | Buy |
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|
2023
Q4 | $875K | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $985K | Buy |
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|
2023
Q1 | $987K | Sell |
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|
2022
Q4 | $1.28M | Sell |
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|
2022
Q3 | $1.45M | Buy |
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|
2022
Q2 | $480K | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $643K | Sell |
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|
2021
Q2 | $4.07M | Sell |
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|
2021
Q1 | $4.34M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $179K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4.33M | Buy |
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|
2018
Q3 | $4.67M | Buy |
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|
2018
Q2 | $2.99M | Sell |
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|
2018
Q1 | $3.07M | Buy |
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|
2017
Q4 | $2.73M | Sell |
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|
2017
Q3 | $2.6M | Buy |
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|
2017
Q2 | $1.93M | Buy |
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|
2017
Q1 | $1.55M | Buy |
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