Williams Jones Wealth 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
Q3 | $666K | Sell |
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|
2025
Q2 | $664K | Sell |
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|
2025
Q1 | $831K | Sell |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $499K | Sell |
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|
2023
Q3 | $743K | Buy |
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|
2023
Q2 | $578K | Sell |
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|
2023
Q1 | $609K | Buy |
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|
2022
Q4 | $530K | Hold |
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|
2022
Q3 | $436K | Hold |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $489K | Buy |
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|
2020
Q3 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $317K | Buy |
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