Boston Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.13M | Buy |
24,864
+18,514
| +292% | +$1.59M | 0.06% | 142 |
|
|
2024
Q3 | $558K | Sell |
6,350
-8,000
| -56% | -$702K | 0.02% | 231 |
|
|
2024
Q2 | $1.31M | Buy |
14,350
+600
| +4% | +$54.7K | 0.04% | 172 |
|
|
2024
Q1 | $1.3M | Buy |
13,750
+500
| +4% | +$47.2K | 0.04% | 176 |
|
|
2023
Q4 | $1.11M | Buy |
13,250
+11,000
| +489% | +$922K | 0.04% | 180 |
|
|
2023
Q3 | $203K | Buy |
+2,250
| New | +$203K | 0.01% | 296 |
|