Wellington Shields & Co’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 | – | Sell |
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|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $403K | Hold |
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|
2024
Q3 | $413K | Sell |
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|
2024
Q2 | $447K | Hold |
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|
2024
Q1 | $463K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $297K | Buy |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $35K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $249K | Buy |
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|
2016
Q4 | $268K | Buy |
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|
2016
Q3 | $251K | Buy |
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