Willis Johnson & Associates’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 | $1.97M | Sell |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.62M | Sell |
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|
2024
Q1 | $3.29M | Sell |
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|
2023
Q4 | $3.32M | Buy |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | $2.9M | Buy |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $473K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $403K | Buy |
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|
2021
Q1 | $365K | Sell |
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|
2020
Q4 | $283K | Buy |
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