Sequoia Financial 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 | $7M | Buy |
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|
2025
Q2 | $6.41M | Buy |
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|
2025
Q1 | $5.25M | Buy |
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|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $3.71M | Buy |
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|
2024
Q2 | $3.7M | Buy |
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|
2024
Q1 | $3.77M | Buy |
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|
2023
Q4 | $3.28M | Buy |
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|
2023
Q3 | $3.43M | Sell |
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|
2023
Q2 | $3.2M | Sell |
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|
2023
Q1 | $4.78M | Sell |
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|
2022
Q4 | $5.09M | Buy |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.35M | Sell |
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|
2022
Q1 | $4.97M | Buy |
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|
2021
Q4 | $2.66M | Buy |
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|
2021
Q3 | $802K | Sell |
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|
2021
Q2 | $2.36M | Buy |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $891K | Buy |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $388K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $290K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $226K | Sell |
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|
2015
Q3 | $257K | Buy |
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|
2015
Q2 | $316K | Buy |
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|
2015
Q1 | $324K | Buy |
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|
2014
Q4 | $260K | Sell |
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|
2014
Q3 | $303K | Hold |
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|
2014
Q2 | $334K | Sell |
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|
2014
Q1 | $369K | Buy |
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|
2013
Q4 | $358K | Buy |
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