Resurgent 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 | $541K | Sell |
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|
2025
Q2 | $524K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $342K | Sell |
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|
2022
Q3 | $336K | Buy |
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