Symphony Financial’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 | $599K | Sell |
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|
2025
Q2 | $701K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $845K | Sell |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.12M | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.03M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $933K | Buy |
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|
2022
Q3 | $500K | Buy |
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|
2022
Q2 | $486K | Buy |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $254K | Buy |
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|
2021
Q1 | $206K | Buy |
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