Wealth Advisors of Iowa’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
Q2 | $1.61M | Sell |
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|
2025
Q1 | $1.9M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $20.9M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $8.64M | Buy |
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|
2023
Q3 | $9.15M | Buy |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.16M | Sell |
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|
2022
Q3 | $1.81M | Sell |
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|
2022
Q2 | $7.56M | Buy |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.75M | Sell |
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|
2021
Q2 | $9.9M | Buy |
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|
2021
Q1 | $8.67M | Buy |
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|
2020
Q4 | $5.01M | Buy |
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