Schechter Investment 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
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $810K | Sell |
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|
2023
Q3 | $877K | Sell |
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|
2023
Q2 | $790K | Sell |
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|
2023
Q1 | $812K | Buy |
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|
2022
Q4 | $846K | Sell |
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|
2022
Q3 | $726K | Sell |
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|
2022
Q2 | $723K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $3.73M | Buy |
|