Tradition Wealth Management’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 | $350K | Sell |
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|
2025
Q1 | $521K | Sell |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $532K | Buy |
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|
2024
Q2 | $522K | Buy |
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|
2024
Q1 | $541K | Sell |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $524K | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $330K | Sell |
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|
2022
Q3 | $277K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $574K | Buy |
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|
2021
Q4 | $321K | Buy |
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|
2021
Q3 | $275K | Sell |
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|
2021
Q2 | $306K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $43K | Buy |
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