Transamerica 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
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2.31M | Buy |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $2.08M | Sell |
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|
2024
Q2 | $2.55M | Hold |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.46M | Buy |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.18M | Sell |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $4K | Buy |
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|
2021
Q3 | $4K | Sell |
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|
2021
Q2 | $4K | Sell |
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|
2021
Q1 | $5K | Sell |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $5K | Buy |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $462K | Buy |
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|
2019
Q1 | $26K | Sell |
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|
2018
Q4 | $155K | Sell |
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|
2018
Q3 | $801K | Sell |
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|
2018
Q2 | $898K | Buy |
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|
2018
Q1 | $776K | Buy |
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|
2017
Q4 | $801K | Buy |
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|
2017
Q3 | $280K | Sell |
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|
2017
Q2 | $290K | Sell |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.41M | Buy |
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|
2016
Q3 | $896K | Sell |
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|
2016
Q2 | $2.5M | Buy |
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|
2016
Q1 | $361K | Buy |
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|
2015
Q4 | $318K | Sell |
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|
2015
Q3 | $351K | Sell |
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|
2015
Q2 | $1.29M | Buy |
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|
2015
Q1 | $1.19M | Buy |
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|
2014
Q4 | $731K | Sell |
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|
2014
Q3 | $861K | Sell |
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|
2014
Q2 | $3.23M | Buy |
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|
2014
Q1 | $2.87M | Buy |
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|
2013
Q4 | $1.5M | Sell |
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|
2013
Q3 | $1.71M | Buy |
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|
2013
Q2 | $850K | Buy |
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