Blue Barn Wealth’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 | $312K | Buy |
3,107
+322
| +12% | +$32.3K | 0.15% | 102 |
|
|
2025
Q1 | $260K | Hold |
2,785
| – | – | 0.14% | 116 |
|
|
2024
Q4 | $239K | Hold |
2,785
| – | – | 0.13% | 120 |
|
|
2024
Q3 | $245K | Buy |
2,785
+35
| +1% | +$3.07K | 0.13% | 126 |
|
|
2024
Q2 | $251K | Hold |
2,750
| – | – | 0.14% | 106 |
|
|
2024
Q1 | $260K | Hold |
2,750
| – | – | 0.14% | 99 |
|
|
2023
Q4 | $231K | Hold |
2,750
| – | – | 0.14% | 99 |
|
|
2023
Q3 | $249K | Hold |
2,750
| – | – | 0.16% | 101 |
|
|
2023
Q2 | $223K | Sell |
2,750
-97
| -3% | -$7.87K | 0.15% | 106 |
|
|
2023
Q1 | $236K | Buy |
2,847
+1
| +0% | +$83 | 0.15% | 107 |
|
|
2022
Q4 | $249K | Buy |
+2,846
| New | +$249K | 0.16% | 94 |
|