Windsor Capital 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 | $741K | Buy |
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|
2025
Q2 | $677K | Sell |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $743K | Sell |
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|
2024
Q3 | $775K | Buy |
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|
2024
Q2 | $802K | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $926K | Sell |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $939K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $882K | Buy |
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|
2021
Q3 | $790K | Sell |
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|
2021
Q2 | $939K | Sell |
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|
2021
Q1 | $934K | Sell |
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|
2020
Q4 | $810K | Sell |
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|
2020
Q3 | $685K | Buy |
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|
2020
Q2 | $770K | Buy |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $1.09M | Sell |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.26M | Sell |
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|
2019
Q1 | $1.32M | Sell |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.66M | Sell |
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|
2018
Q2 | $1.73M | Buy |
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|
2018
Q1 | $1.49M | Sell |
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|
2017
Q4 | $1.76M | Buy |
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|
2017
Q3 | $1.54M | Hold |
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|
2017
Q2 | $1.54M | Buy |
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|
2017
Q1 | $1.58M | Sell |
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|
2016
Q4 | $1.73M | Sell |
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|
2016
Q3 | $1.69M | Sell |
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|
2016
Q2 | $1.63M | Sell |
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|
2016
Q1 | $1.54M | Buy |
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|
2015
Q4 | $1.46M | Sell |
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|
2015
Q3 | $1.49M | Buy |
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|
2015
Q2 | $1.79M | Buy |
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|
2015
Q1 | $1.76M | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $2.4M | Sell |
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|
2014
Q2 | $2.65M | Buy |
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|
2014
Q1 | $2.31M | Buy |
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|
2013
Q4 | $2.22M | Sell |
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|
2013
Q3 | $2.26M | Sell |
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|
2013
Q2 | $2.62M | Buy |
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