Blue Zone Wealth 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 | $362K | Sell |
4,272
-96
| -2% | -$8.14K | 0.09% | 83 |
|
|
2025
Q1 | $408K | Buy |
4,368
+19
| +0.4% | +$1.78K | 0.11% | 76 |
|
|
2024
Q4 | $373K | Buy |
4,349
+41
| +1% | +$3.51K | 0.11% | 79 |
|
|
2024
Q3 | $378K | Buy |
4,308
+260
| +6% | +$22.8K | 0.12% | 73 |
|
|
2024
Q2 | $369K | Buy |
+4,048
| New | +$369K | 0.13% | 69 |
|
|
2023
Q2 | – | Sell |
-3,322
| Closed | -$275K | – | 85 |
|
|
2023
Q1 | $275K | Sell |
3,322
-39
| -1% | -$3.23K | 0.15% | 65 |
|
|
2022
Q4 | $294K | Buy |
3,361
+67
| +2% | +$5.86K | 0.16% | 68 |
|
|
2022
Q3 | $237K | Sell |
3,294
-650
| -16% | -$46.8K | 0.12% | 76 |
|
|
2022
Q2 | $282K | Buy |
3,944
+176
| +5% | +$12.6K | 0.13% | 74 |
|
|
2022
Q1 | $288K | Buy |
+3,768
| New | +$288K | 0.11% | 81 |
|