Robertson Stephens Wealth Management’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 | $2.59M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $3.2M | Sell |
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|
2024
Q4 | $7.36M | Buy |
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|
2024
Q3 | $3.15M | Sell |
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|
2024
Q2 | $3.29M | Sell |
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|
2024
Q1 | $3.82M | Buy |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $3.55M | Sell |
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|
2023
Q2 | $3.41M | Sell |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $2.9M | Sell |
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|
2022
Q2 | $4.01M | Buy |
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|
2022
Q1 | $4.21M | Sell |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.53M | Sell |
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|
2020
Q1 | $1.35M | Buy |
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