Teamwork 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $396K | Buy |
|
|||||
|
2025
Q2 | $356K | Sell |
|
|||||
|
2025
Q1 | $408K | Sell |
|
|||||
|
2024
Q4 | $395K | Sell |
|
|||||
|
2024
Q3 | $416K | Sell |
|
|||||
|
2024
Q2 | $811K | Sell |
|
|||||
|
2024
Q1 | $1.46M | Sell |
|
|||||
|
2023
Q4 | $1.43M | Buy |
|
|||||
|
2023
Q3 | $1.1M | Buy |
|
|||||
|
2023
Q2 | $836K | Buy |
|
|||||
|
2023
Q1 | $756K | Sell |
|
|||||
|
2022
Q4 | $820K | Sell |
|
|||||
|
2022
Q3 | $760K | Sell |
|
|||||
|
2022
Q2 | $877K | Buy |
|
|||||
|
2022
Q1 | $818K | Sell |
|
|||||
|
2021
Q4 | $651K | Buy |
|
|||||
|
2021
Q3 | $460K | Buy |
|
|||||
|
2021
Q2 | $289K | Buy |
|