Transcend Capital 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
Q3 | $3.65M | Sell |
|
|||||
|
2025
Q2 | $3.48M | Sell |
|
|||||
|
2025
Q1 | $5.69M | Sell |
|
|||||
|
2024
Q4 | $5.3M | Sell |
|
|||||
|
2024
Q3 | $5.78M | Buy |
|
|||||
|
2024
Q2 | $4.74M | Buy |
|
|||||
|
2024
Q1 | $4.89M | Buy |
|
|||||
|
2023
Q4 | $3.4M | Sell |
|
|||||
|
2023
Q3 | $3.83M | Buy |
|
|||||
|
2023
Q2 | $2.28M | Sell |
|
|||||
|
2023
Q1 | $3.02M | Sell |
|
|||||
|
2022
Q4 | $3.55M | Buy |
|
|||||
|
2022
Q3 | $2.78M | Sell |
|
|||||
|
2022
Q2 | $3.34M | Sell |
|
|||||
|
2022
Q1 | $4.97M | Buy |
|
|||||
|
2021
Q4 | $3.16M | Sell |
|
|||||
|
2021
Q3 | $3.98M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $3.35M | Buy |
|
|||||
|
2020
Q4 | $2.52M | Buy |
|
|||||
|
2020
Q3 | $446K | Buy |
|
|||||
|
2020
Q2 | $475K | Sell |
|
|||||
|
2020
Q1 | $606K | Buy |
|