SYM Financial Corp’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 | $621K | Sell |
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|
2025
Q2 | $656K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $665K | Buy |
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|
2024
Q3 | $674K | Buy |
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|
2024
Q2 | $699K | Buy |
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|
2024
Q1 | $694K | Sell |
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|
2023
Q4 | $753K | Buy |
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|
2023
Q3 | $775K | Buy |
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|
2023
Q2 | $482K | Buy |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $517K | Buy |
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|
2022
Q3 | $425K | Buy |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $330K | Sell |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $346K | Buy |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q2 | $256K | Buy |
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|
2020
Q1 | $112K | Hold |
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|
2019
Q4 | $231K | Hold |
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|
2019
Q3 | $228K | Hold |
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|
2019
Q2 | $245K | Hold |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $221K | Hold |
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|
2018
Q3 | $291K | Hold |
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|
2018
Q2 | $292K | Hold |
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|
2018
Q1 | $259K | Sell |
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|
2017
Q4 | $282K | Buy |
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