Signature Wealth Management Partners’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 | $1.21M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $965K | Sell |
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|
2023
Q1 | $993K | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $841K | Buy |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $563K | Buy |
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