Wellington Shields Capital Management’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 | $98.9K | Sell |
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|
2025
Q1 | $178K | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2024
Q3 | $193K | Sell |
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|
2024
Q2 | $2.93M | Buy |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.64M | Sell |
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|
2023
Q2 | $2.51M | Buy |
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $3.04M | Buy |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $862K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.77M | Buy |
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|
2018
Q2 | $1.77M | Sell |
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|
2018
Q1 | $1.63M | Buy |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $350K | Buy |
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|
2017
Q2 | $306K | Buy |
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|
2017
Q1 | $319K | Sell |
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|
2016
Q4 | $482K | Buy |
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|
2016
Q3 | $213K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $540K | Buy |
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|
2015
Q3 | $525K | Sell |
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|
2015
Q2 | $688K | Buy |
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|
2015
Q1 | $415K | Buy |
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