WhitTier Trust Company’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 | $1.3M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $299K | Buy |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $153K | Hold |
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|
2024
Q1 | $158K | Buy |
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|
2023
Q4 | $106K | Hold |
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|
2023
Q3 | $115K | Sell |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | $78.3K | Buy |
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|
2022
Q4 | $79.2K | Hold |
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|
2022
Q3 | $65K | Hold |
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|
2022
Q2 | $65K | Sell |
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|
2022
Q1 | $78K | Buy |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $47K | Sell |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $47K | Sell |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $30K | Buy |
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|
2020
Q2 | $34K | Sell |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $176K | Sell |
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|
2019
Q3 | $561K | Sell |
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|
2019
Q2 | $625K | Sell |
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|
2019
Q1 | $757K | Sell |
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|
2018
Q4 | $743K | Buy |
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|
2018
Q3 | $911K | Buy |
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|
2018
Q2 | $898K | Buy |
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|
2018
Q1 | $772K | Sell |
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|
2017
Q4 | $861K | Buy |
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|
2017
Q3 | $790K | Hold |
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|
2017
Q2 | $750K | Buy |
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|
2017
Q1 | $789K | Sell |
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|
2016
Q4 | $874K | Buy |
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|
2016
Q3 | $818K | Sell |
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|
2016
Q2 | $928K | Buy |
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|
2016
Q1 | $832K | Buy |
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|
2015
Q4 | $768K | Sell |
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|
2015
Q3 | $821K | Buy |
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|
2015
Q2 | $599K | Buy |
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|
2015
Q1 | $290K | Buy |
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|
2014
Q4 | $59K | Buy |
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