Sageworth Trust’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 | $538K | Hold |
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|
2025
Q1 | $593K | Buy |
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|
2024
Q4 | $536K | Hold |
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|
2024
Q3 | $549K | Hold |
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|
2024
Q2 | $570K | Hold |
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|
2024
Q1 | $590K | Hold |
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|
2023
Q4 | $524K | Hold |
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|
2023
Q3 | $565K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $547K | Hold |
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|
2022
Q3 | $450K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.35M | Hold |
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|
2021
Q3 | $1.27M | Hold |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $5.83M | Hold |
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|
2020
Q3 | $4.61M | Hold |
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|
2020
Q2 | $5.82M | Sell |
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|
2020
Q1 | $16.6M | Buy |
|