Towerpoint Wealth’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 | $458K | Buy |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $480K | Buy |
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|
2024
Q4 | $439K | Sell |
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|
2024
Q3 | $546K | Hold |
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|
2024
Q2 | $567K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $437K | Hold |
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|
2023
Q3 | $471K | Buy |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $432K | Hold |
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|
2022
Q4 | $456K | Sell |
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|
2022
Q3 | $408K | Hold |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $432K | Hold |
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|
2021
Q4 | $313K | Hold |
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|
2021
Q3 | $294K | Sell |
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|
2021
Q2 | $359K | Hold |
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|
2021
Q1 | $327K | Hold |
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|
2020
Q4 | $253K | Buy |
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|
2020
Q3 | $200K | Buy |
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|
2020
Q2 | $251K | Buy |
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