Sequent Asset Management’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 | $547K | Hold |
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|
2025
Q2 | $519K | Hold |
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|
2025
Q1 | $572K | Hold |
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|
2024
Q4 | $524K | Hold |
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|
2024
Q3 | $538K | Hold |
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|
2024
Q2 | $558K | Buy |
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|
2024
Q1 | $538K | Buy |
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|
2023
Q4 | $477K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $940K | Buy |
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|
2021
Q1 | $798K | Hold |
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|
2020
Q4 | $617K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Hold |
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|
2018
Q2 | $217K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $219K | Buy |
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