Ulland Investment 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 | $382K | Sell |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $452K | Sell |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $751K | Sell |
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|
2023
Q3 | $876K | Sell |
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|
2023
Q2 | $791K | Sell |
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|
2023
Q1 | $929K | Sell |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $941K | Sell |
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|
2022
Q2 | $953K | Sell |
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|
2022
Q1 | $1.35M | Buy |
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