Sax Wealth 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 | $1.36M | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.48M | Sell |
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|
2024
Q4 | $1.38M | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.43M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1M | Buy |
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|
2022
Q2 | $997K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $723K | Buy |
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|
2021
Q2 | $746K | Buy |
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|
2021
Q1 | $678K | Sell |
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|
2020
Q4 | $1.03M | Buy |
|