Rise 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 | $3.95M | Buy |
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|
2025
Q2 | $3.47M | Buy |
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|
2025
Q1 | $3.65M | Buy |
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|
2024
Q4 | $19.9K | Buy |
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|
2024
Q3 | $19.9K | Buy |
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|
2024
Q2 | $20.5K | Buy |
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|
2024
Q1 | $21.1K | Buy |
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|
2023
Q4 | $18.6K | Buy |
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|
2023
Q3 | $19.9K | Sell |
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|
2023
Q2 | $18.5K | Sell |
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|
2023
Q1 | $24.2K | Buy |
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|
2022
Q4 | $25.5K | Buy |
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|
2022
Q3 | $21K | Buy |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $16K | Buy |
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|
2021
Q4 | $11.4K | Buy |
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