Windsor Advisory Group’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 | $667K | Hold |
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|
2025
Q1 | $735K | Hold |
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|
2024
Q4 | $673K | Sell |
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|
2024
Q3 | $758K | Sell |
|
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|
2024
Q2 | $966K | Sell |
|
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|
2024
Q1 | $1.49M | Sell |
|
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|
2023
Q4 | $1.85M | Buy |
|
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|
2023
Q3 | $1.5M | Sell |
|
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $2.21M | Buy |
|
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|
2022
Q4 | $1.89M | Buy |
|