Transform 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
Q1 | $256K | Sell |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $229K | Buy |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $329K | Sell |
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|
2022
Q3 | $520K | Sell |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $632K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $483K | Sell |
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|
2021
Q2 | $1.92M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $651K | Buy |
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|
2019
Q1 | $237K | Hold |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $256K | Sell |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.29M | Buy |
|