Source 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.63M | Sell |
|
|||||
|
2024
Q2 | $1.71M | Sell |
|
|||||
|
2024
Q1 | $3.2M | Sell |
|
|||||
|
2023
Q4 | $2.88M | Buy |
|
|||||
|
2023
Q3 | $3.04M | Buy |
|
|||||
|
2023
Q2 | $2.01M | Sell |
|
|||||
|
2023
Q1 | $2.14M | Sell |
|
|||||
|
2022
Q4 | $3.4M | Buy |
|
|||||
|
2022
Q3 | $2.74M | Buy |
|
|||||
|
2022
Q2 | $984K | Sell |
|
|||||
|
2022
Q1 | $1.07M | Buy |
|
|||||
|
2021
Q4 | $357K | Sell |
|
|||||
|
2021
Q3 | $346K | Sell |
|
|||||
|
2021
Q2 | $376K | Buy |
|
|||||
|
2021
Q1 | $335K | Buy |
|