West Oak Capital’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 | $179 | Hold |
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|
2025
Q2 | $170 | Hold |
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|
2025
Q1 | $187 | Hold |
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|
2024
Q4 | $171K | Hold |
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|
2024
Q3 | $176 | Hold |
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|
2024
Q2 | $18.2K | Hold |
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|
2024
Q1 | $19K | Sell |
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|
2023
Q4 | $124K | Sell |
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|
2023
Q3 | $139K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $128K | Hold |
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|
2022
Q4 | $135K | Buy |
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|
2022
Q3 | $17K | Hold |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $41K | Sell |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $48K | Sell |
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|
2018
Q4 | $52.5K | Buy |
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|
2018
Q3 | $54.9K | Hold |
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|
2018
Q2 | $55.1K | Hold |
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|
2018
Q1 | $48.9K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $51K | Hold |
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|
2017
Q2 | $48.4K | Hold |
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|
2017
Q1 | $52.1K | Hold |
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|
2016
Q4 | $56.1K | Hold |
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|
2016
Q3 | $52.6K | Hold |
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|
2016
Q2 | $50.8K | Sell |
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|
2016
Q1 | $60K | Hold |
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|
2015
Q4 | $58.5K | Hold |
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|
2015
Q3 | $59.4K | Hold |
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|
2015
Q2 | $72.9K | Buy |
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|
2015
Q1 | $67.5K | Hold |
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|
2014
Q4 | $68.9K | Hold |
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|
2014
Q3 | $78.8K | Hold |
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|
2014
Q2 | $87.1K | Buy |
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|
2014
Q1 | $66.3K | Buy |
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|
2013
Q4 | $46K | Hold |
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|
2013
Q3 | $43.1K | Hold |
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|
2013
Q2 | $40.7K | Buy |
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