SlateStone Wealth’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Sell |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $416K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $478K | Sell |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $439K | Hold |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $402K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $516K | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $303K | Hold |
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|
2019
Q2 | $327K | Hold |
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|
2019
Q1 | $339K | Sell |
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|
2018
Q4 | $308K | Buy |
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