Auxano Advisors’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 | $360K | Buy |
4,248
+2
| +0% | +$170 | 0.08% | 114 |
|
2025
Q1 | $397K | Sell |
4,246
-498
| -10% | -$46.5K | 0.11% | 105 |
|
2024
Q4 | $406K | Buy |
4,744
+202
| +4% | +$17.3K | 0.1% | 104 |
|
2024
Q3 | $399K | Buy |
4,542
+2
| +0% | +$176 | 0.1% | 108 |
|
2024
Q2 | $414K | Buy |
4,540
+2
| +0% | +$182 | 0.11% | 104 |
|
2024
Q1 | $428K | Sell |
4,538
-343
| -7% | -$32.4K | 0.12% | 103 |
|
2023
Q4 | $409K | Buy |
4,881
+358
| +8% | +$30K | 0.14% | 97 |
|
2023
Q3 | $409K | Buy |
4,523
+63
| +1% | +$5.69K | 0.17% | 70 |
|
2023
Q2 | $369K | Hold |
4,460
| – | – | 0.15% | 74 |
|
2023
Q1 | $369K | Sell |
4,460
-298
| -6% | -$24.7K | 0.15% | 74 |
|
2022
Q4 | $416K | Buy |
4,758
+202
| +4% | +$17.7K | 0.19% | 64 |
|
2022
Q3 | $328K | Buy |
+4,556
| New | +$328K | 0.15% | 71 |
|