Boston Family Office’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 |
-2,282
| Closed | -$213K | – | 294 |
|
|
2025
Q1 | $213K | Sell |
2,282
-101
| -4% | -$9.43K | 0.02% | 270 |
|
|
2024
Q4 | $204K | Sell |
2,383
-6,279
| -72% | -$538K | 0.01% | 270 |
|
|
2024
Q3 | $761K | Buy |
8,662
+6,279
| +263% | +$552K | 0.05% | 170 |
|
|
2024
Q2 | $217K | Hold |
2,383
| – | – | 0.02% | 251 |
|
|
2024
Q1 | $225K | Buy |
+2,383
| New | +$225K | 0.02% | 245 |
|
|
2023
Q4 | – | Sell |
-2,383
| Closed | -$215K | – | 263 |
|
|
2023
Q3 | $215K | Sell |
2,383
-819
| -26% | -$73.9K | 0.02% | 240 |
|
|
2023
Q2 | $260K | Buy |
3,202
+233
| +8% | +$18.9K | 0.02% | 231 |
|
|
2023
Q1 | $246K | Hold |
2,969
| – | – | 0.02% | 237 |
|
|
2022
Q4 | $260K | Hold |
2,969
| – | – | 0.02% | 245 |
|
|
2022
Q3 | $214K | Hold |
2,969
| – | – | 0.02% | 255 |
|
|
2022
Q2 | $212K | Hold |
2,969
| – | – | 0.02% | 259 |
|
|
2022
Q1 | $227K | Buy |
+2,969
| New | +$227K | 0.02% | 273 |
|
|
2018
Q4 | – | Sell |
-2,900
| Closed | -$220K | – | 267 |
|
|
2018
Q3 | $220K | Sell |
2,900
-120
| -4% | -$9.1K | 0.02% | 248 |
|
|
2018
Q2 | $229K | Hold |
3,020
| – | – | 0.03% | 246 |
|
|
2018
Q1 | $204K | Sell |
3,020
-305
| -9% | -$20.6K | 0.02% | 252 |
|
|
2017
Q4 | $240K | Buy |
+3,325
| New | +$240K | 0.03% | 245 |
|
|
2017
Q2 | – | Sell |
-2,900
| Closed | -$203K | – | 254 |
|
|
2017
Q1 | $203K | Hold |
2,900
| – | – | 0.03% | 238 |
|
|
2016
Q4 | $218K | Hold |
2,900
| – | – | 0.03% | 233 |
|
|
2016
Q3 | $205K | Buy |
+2,900
| New | +$205K | 0.03% | 237 |
|
|
2016
Q1 | – | Sell |
-7,195
| Closed | -$434K | – | 242 |
|
|
2015
Q4 | $434K | Buy |
+7,195
| New | +$434K | 0.06% | 185 |
|