Sage Mountain 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 | $424K | Sell |
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|
2025
Q2 | $490K | Sell |
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|
2025
Q1 | $568K | Hold |
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|
2024
Q4 | $521K | Hold |
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|
2024
Q3 | $534K | Hold |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $536K | Buy |
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $300K | Hold |
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|
2022
Q4 | $317K | Hold |
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|
2022
Q3 | $261K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $195K | Buy |
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|
2021
Q3 | $182K | Buy |
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|
2021
Q2 | $46K | Hold |
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|
2021
Q1 | $41K | Sell |
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|
2020
Q4 | $34K | Buy |
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