Redmont Wealth 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
Q1 | $138K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $24.1K | Hold |
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|
2024
Q2 | $25K | Sell |
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|
2024
Q1 | $31.3K | Sell |
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|
2023
Q4 | $609K | Sell |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $633K | Sell |
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|
2023
Q1 | $710K | Sell |
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|
2022
Q4 | $855K | Buy |
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|
2022
Q3 | $632K | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2022
Q1 | $1.49M | Buy |
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|
2021
Q4 | $897K | Buy |
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