Rothschild Investment LLC’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
Q2 | $964K | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.07M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $819K | Buy |
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|
2023
Q1 | $835K | Buy |
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $701K | Buy |
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|
2022
Q2 | $618K | Buy |
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