STCOSD
Sageworth Trust Company of South Dakota’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,195
| Closed | -$274K | – | 51 |
|
|
2024
Q4 | $274K | Hold |
3,195
| – | – | 0.35% | 41 |
|
|
2024
Q3 | $281K | Hold |
3,195
| – | – | 0.36% | 41 |
|
|
2024
Q2 | $291K | Hold |
3,195
| – | – | 0.43% | 37 |
|
|
2024
Q1 | $302K | Hold |
3,195
| – | – | 0.47% | 44 |
|
|
2023
Q4 | $268K | Hold |
3,195
| – | – | 0.51% | 40 |
|
|
2023
Q3 | $289K | Hold |
3,195
| – | – | 0.64% | 39 |
|
|
2023
Q2 | $259K | Hold |
3,195
| – | – | 0.64% | 36 |
|
|
2023
Q1 | $265K | Hold |
3,195
| – | – | 0.62% | 36 |
|
|
2022
Q4 | $279K | Buy |
+3,195
| New | +$279K | 0.63% | 33 |
|