Strategic Wealth 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
Q3 | $328K | Sell |
|
|||||
|
2025
Q2 | $401K | Buy |
|
|||||
|
2024
Q4 | $415K | Buy |
|
|||||
|
2024
Q3 | $343K | Sell |
|
|||||
|
2024
Q2 | $401K | Sell |
|
|||||
|
2024
Q1 | $444K | Buy |
|
|||||
|
2023
Q4 | $360K | Buy |
|
|||||
|
2023
Q3 | $348K | Hold |
|
|||||
|
2023
Q2 | $313K | Sell |
|
|||||
|
2023
Q1 | $360K | Sell |
|
|||||
|
2022
Q4 | $397K | Sell |
|
|||||
|
2022
Q3 | $436K | Buy |
|
|||||
|
2022
Q2 | $343K | Sell |
|
|||||
|
2022
Q1 | $373K | Buy |
|
|||||
|
2021
Q4 | $220K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $47K | Hold |
|
|||||
|
2018
Q2 | $47K | Sell |
|
|||||
|
2018
Q1 | $42K | Hold |
|
|||||
|
2017
Q4 | $45K | Buy |
|