Stockman Wealth Management’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 | $3.62M | Buy |
|
|||||
|
2025
Q2 | $3.29M | Buy |
|
|||||
|
2025
Q1 | $3.44M | Buy |
|
|||||
|
2024
Q4 | $3.04M | Buy |
|
|||||
|
2024
Q3 | $2.77M | Buy |
|
|||||
|
2024
Q2 | $2.65M | Buy |
|
|||||
|
2024
Q1 | $2.68M | Buy |
|
|||||
|
2023
Q4 | $2.1M | Buy |
|
|||||
|
2023
Q3 | $2.12M | Buy |
|
|||||
|
2023
Q2 | $1.58M | Buy |
|
|||||
|
2023
Q1 | $1.12M | Buy |
|
|||||
|
2022
Q4 | $948K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $92K | Buy |
|