Tompkins 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
Q2 | – | Sell |
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|
2025
Q1 | $20.5K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $105K | Hold |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $108K | Sell |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $149K | Hold |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $130K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $138K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $26K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $24K | Buy |
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