Sound View Wealth Advisors Group’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 | $585K | Buy |
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|
2025
Q1 | $638K | Sell |
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|
2024
Q4 | $590K | Buy |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $623K | Sell |
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|
2023
Q3 | $681K | Buy |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $574K | Sell |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $451K | Buy |
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|
2022
Q2 | $446K | Buy |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $299K | Buy |
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|
2021
Q2 | $299K | Buy |
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