Valtinson Bruner Financial Planning’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 | $217K | Sell |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $257K | Buy |
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|
2024
Q4 | $234K | Buy |
|
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|
2024
Q3 | $238K | Buy |
|
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|
2024
Q2 | $245K | Buy |
|
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|
2024
Q1 | $252K | Buy |
|
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|
2023
Q4 | $223K | Buy |
|
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|
2023
Q3 | $238K | Buy |
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|
2023
Q2 | $209K | Buy |
|
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|
2023
Q1 | $211K | Buy |
|
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|
2022
Q4 | $224K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $259K | Buy |
|