Winch Advisory Services’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 | $134K | Buy |
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|
2025
Q1 | $146K | Sell |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $164K | Sell |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $184K | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $185K | Buy |
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|
2023
Q1 | $179K | Buy |
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|
2022
Q4 | $182K | Buy |
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|
2022
Q3 | $118K | Buy |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $121K | Buy |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q3 | $74K | Buy |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $3.01M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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|
2020
Q3 | $38K | Sell |
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|
2020
Q2 | $49K | Buy |
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|
2020
Q1 | $37K | Buy |
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|
2019
Q4 | $75K | Sell |
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|
2019
Q3 | $148K | Sell |
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|
2019
Q2 | $160K | Sell |
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|
2019
Q1 | $172K | Buy |
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|
2018
Q4 | $127K | Buy |
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|
2018
Q3 | $164K | Buy |
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|
2018
Q2 | $133K | Buy |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $66K | Hold |
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|
2017
Q3 | $64K | Sell |
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|
2017
Q2 | $395K | Sell |
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|
2017
Q1 | $431K | Buy |
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|
2016
Q4 | $312K | Buy |
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|
2016
Q3 | $109K | Sell |
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|
2016
Q2 | $107K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2K | Hold |
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|
2015
Q1 | $2K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $1.64M | Buy |
|