Retirement Income Solutions’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 | $928K | Hold |
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|
2025
Q2 | $880K | Sell |
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|
2025
Q1 | $1.02M | Hold |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.07M | Hold |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.15M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.54M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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