United Asset Strategies’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 | $1.1M | Sell |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.55M | Buy |
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|
2024
Q3 | $1.99M | Sell |
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|
2024
Q2 | $2.24M | Sell |
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|
2024
Q1 | $2.63M | Sell |
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|
2023
Q4 | $2.89M | Buy |
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|
2023
Q3 | $997K | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $4.38M | Buy |
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|
2022
Q3 | $3.16M | Buy |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $4.53M | Buy |
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|
2021
Q3 | $4.07M | Sell |
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|
2021
Q2 | $15.3M | Buy |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q4 | $9.16M | Buy |
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|
2020
Q3 | $793K | Buy |
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|
2020
Q2 | $819K | Sell |
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|
2020
Q1 | $842K | Sell |
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|
2019
Q4 | $2.4M | Sell |
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|
2019
Q3 | $2.82M | Buy |
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|
2019
Q2 | $2.89M | Sell |
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|
2019
Q1 | $4.47M | Buy |
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|
2018
Q4 | $2.96M | Sell |
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|
2018
Q3 | $3.95M | Buy |
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|
2018
Q2 | $3.04M | Buy |
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|
2018
Q1 | $1.66M | Sell |
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|
2017
Q4 | $3.44M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.47M | Sell |
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|
2017
Q1 | $2.34M | Sell |
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|
2016
Q4 | $2.9M | Buy |
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|
2016
Q3 | $2.65M | Buy |
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|
2016
Q2 | $2.11M | Buy |
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|
2016
Q1 | $1.69M | Sell |
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|
2015
Q4 | $6.14M | Sell |
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|
2015
Q3 | $8.6M | Buy |
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|
2015
Q2 | $5.05M | Sell |
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|
2015
Q1 | $5.7M | Buy |
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|
2014
Q4 | $4.25M | Sell |
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|
2014
Q3 | $5.1M | Sell |
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|
2014
Q2 | $5.96M | Buy |
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|
2014
Q1 | $5.15M | Buy |
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|
2013
Q4 | $4.79M | Buy |
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|
2013
Q3 | $4.3M | Buy |
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|
2013
Q2 | $2.85M | Buy |
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