Safeguard Investment Advisory Group’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 | $363K | Sell |
|
|||||
|
2025
Q2 | $347K | Buy |
|
|||||
|
2025
Q1 | $364K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $201K | Sell |
|
|||||
|
2024
Q2 | $296K | Sell |
|
|||||
|
2024
Q1 | $318K | Sell |
|
|||||
|
2023
Q4 | $313K | Sell |
|
|||||
|
2023
Q3 | $355K | Sell |
|
|||||
|
2023
Q2 | $333K | Sell |
|
|||||
|
2023
Q1 | $428K | Sell |
|
|||||
|
2022
Q4 | $665K | Sell |
|
|||||
|
2022
Q3 | $646K | Buy |
|
|||||
|
2022
Q2 | $655K | Hold |
|
|||||
|
2022
Q1 | $655K | Sell |
|
|||||
|
2021
Q4 | $538K | Sell |
|
|||||
|
2021
Q3 | $531K | Sell |
|
|||||
|
2021
Q2 | $604K | Sell |
|
|||||
|
2021
Q1 | $562K | Sell |
|
|||||
|
2020
Q4 | $451K | Buy |
|