Abundance Wealth Counselors’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 | – | Sell |
-2,145
| Closed | -$200K | – | 169 |
|
|
2025
Q1 | $200K | Buy |
+2,145
| New | +$200K | 0.04% | 147 |
|
|
2024
Q2 | – | Sell |
-2,145
| Closed | -$203K | – | 149 |
|
|
2024
Q1 | $203K | Buy |
+2,145
| New | +$203K | 0.05% | 132 |
|
|
2023
Q4 | – | Sell |
-2,260
| Closed | -$204K | – | 142 |
|
|
2023
Q3 | $204K | Buy |
+2,260
| New | +$204K | 0.06% | 123 |
|
|
2023
Q1 | – | Sell |
-2,439
| Closed | -$213K | – | 159 |
|
|
2022
Q4 | $213K | Buy |
+2,439
| New | +$213K | 0.06% | 136 |
|
|
2021
Q2 | – | Sell |
-2,010
| Closed | -$99K | – | 342 |
|
|
2021
Q1 | $99K | Buy |
+2,010
| New | +$99K | 0.02% | 123 |
|