Toth Financial Advisory’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 | $4.39M | Buy |
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|
2025
Q2 | $3.43M | Sell |
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|
2025
Q1 | $8.5M | Buy |
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|
2024
Q4 | $7.68M | Buy |
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|
2024
Q3 | $7.72M | Sell |
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|
2024
Q2 | $8.09M | Sell |
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|
2024
Q1 | $8.4M | Buy |
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|
2023
Q4 | $7.02M | Buy |
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|
2023
Q3 | $7.45M | Buy |
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|
2023
Q2 | $6.14M | Sell |
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|
2023
Q1 | $6.3M | Buy |
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|
2022
Q4 | $6.62M | Buy |
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|
2022
Q3 | $5.26M | Sell |
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|
2022
Q2 | $5.26M | Sell |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q2 | $1.75M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $194K | Sell |
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|
2020
Q2 | $285K | Buy |
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|
2020
Q1 | $33K | Sell |
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|
2019
Q4 | $75K | Buy |
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|
2019
Q3 | $38K | Buy |
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|
2019
Q2 | $34K | Buy |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $42K | Sell |
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|
2018
Q3 | $3.15M | Buy |
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|
2018
Q2 | $3.08M | Buy |
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|
2018
Q1 | $2.4M | Buy |
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|
2017
Q4 | $1.95M | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.54M | Buy |
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|
2017
Q1 | $1.63M | Buy |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $978K | Buy |
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|
2016
Q2 | $741K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $945K | Buy |
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|
2015
Q1 | $855K | Buy |
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|
2014
Q4 | $548K | Buy |
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|
2014
Q3 | $349K | Buy |
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|
2014
Q2 | $375K | Buy |
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|
2014
Q1 | $309K | Buy |
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|
2013
Q4 | $279K | Buy |
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|
2013
Q3 | $215K | Sell |
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|
2013
Q2 | $208K | Buy |
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