Apexium Financial’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 | $2.66M | Sell |
31,347
-5,457
| -15% | -$463K | 0.14% | 74 |
|
|
2025
Q1 | $3.44M | Buy |
36,804
+8,570
| +30% | +$801K | 0.21% | 56 |
|
|
2024
Q4 | $2.42M | Buy |
28,234
+11,907
| +73% | +$1.02M | 0.15% | 66 |
|
|
2024
Q3 | $1.43M | Buy |
16,327
+245
| +2% | +$21.5K | 0.09% | 77 |
|
|
2024
Q2 | $1.47M | Sell |
16,082
-553
| -3% | -$50.4K | 0.1% | 72 |
|
|
2024
Q1 | $1.57M | Sell |
16,635
-1,960
| -11% | -$185K | 0.12% | 73 |
|
|
2023
Q4 | $1.56M | Buy |
18,595
+3,541
| +24% | +$297K | 0.11% | 89 |
|
|
2023
Q3 | $1.36M | Sell |
15,054
-189
| -1% | -$17.1K | 0.14% | 72 |
|
|
2023
Q2 | $1.24M | Buy |
15,243
+467
| +3% | +$37.9K | 0.11% | 78 |
|
|
2023
Q1 | $1.22M | Sell |
14,776
-559
| -4% | -$46.3K | 0.12% | 75 |
|
|
2022
Q4 | $1.34M | Buy |
15,335
+1,485
| +11% | +$130K | 0.14% | 70 |
|
|
2022
Q3 | $997K | Buy |
13,850
+10,573
| +323% | +$761K | 0.12% | 74 |
|
|
2022
Q2 | $234K | Sell |
3,277
-730
| -18% | -$52.1K | 0.13% | 85 |
|
|
2022
Q1 | $268K | Sell |
4,007
-110
| -3% | -$7.36K | 0.14% | 80 |
|
|
2021
Q4 | $228K | Buy |
4,117
+239
| +6% | +$13.2K | 0.12% | 86 |
|
|
2021
Q3 | $202K | Sell |
3,878
-5
| -0.1% | -$260 | 0.12% | 88 |
|
|
2021
Q2 | $209K | Buy |
+3,883
| New | +$209K | 0.13% | 78 |
|