Abound Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Hold |
1,052
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $98.3K | Hold |
1,052
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $90.1K | Hold |
1,052
| – | – | 0.03% | 117 |
|
|
2024
Q3 | $92.4K | Hold |
1,052
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $95.9K | Sell |
1,052
-23
| -2% | -$2.1K | 0.04% | 98 |
|
|
2024
Q1 | $102K | Buy |
1,075
+23
| +2% | +$2.17K | 0.04% | 92 |
|
|
2023
Q4 | $88.2K | Sell |
1,052
-37
| -3% | -$3.1K | 0.04% | 98 |
|
|
2023
Q3 | $98.4K | Hold |
1,089
| – | – | 0.04% | 77 |
|
|
2023
Q2 | $88.4K | Buy |
1,089
+37
| +4% | +$3K | 0.04% | 84 |
|
|
2023
Q1 | $87.2K | Hold |
1,052
| – | – | 0.04% | 82 |
|
|
2022
Q4 | $92K | Buy |
1,052
+1
| +0.1% | +$87 | 0.05% | 69 |
|
|
2022
Q3 | $75.7K | Hold |
1,051
| – | – | 0.04% | 79 |
|
|
2022
Q2 | $75.2K | Buy |
+1,051
| New | +$75.2K | 0.04% | 54 |
|