Winthrop 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
Q3 | – | Sell |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $500K | Sell |
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|
2024
Q3 | $6.4M | Buy |
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|
2024
Q2 | $6.61M | Buy |
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|
2024
Q1 | $6.65M | Buy |
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|
2023
Q4 | $5.83M | Buy |
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|
2023
Q3 | $6.04M | Buy |
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|
2023
Q2 | $5.27M | Buy |
|
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|
2023
Q1 | $5.25M | Sell |
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|
2022
Q4 | $5.66M | Buy |
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|
2022
Q3 | $4.47M | Sell |
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|
2022
Q2 | $4.72M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $351K | Buy |
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