Valley Wealth Managers’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 | $6.16M | Buy |
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|
2025
Q2 | $5.06M | Sell |
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|
2025
Q1 | $5.58M | Buy |
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|
2024
Q4 | $201K | Hold |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $211K | Hold |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $215K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $263K | Hold |
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|
2022
Q1 | $281K | Sell |
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|
2021
Q4 | $217K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $210K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $675K | Buy |
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