Bragg Financial 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 | – | Sell |
-3,100
| Closed | -$290K | – | 348 |
|
|
2025
Q1 | $290K | Buy |
+3,100
| New | +$290K | 0.01% | 298 |
|
|
2024
Q2 | – | Sell |
-2,284
| Closed | -$216K | – | 323 |
|
|
2024
Q1 | $216K | Sell |
2,284
-235
| -9% | -$22.2K | 0.01% | 316 |
|
|
2023
Q4 | $211K | Buy |
2,519
+100
| +4% | +$8.38K | 0.01% | 309 |
|
|
2023
Q3 | $219K | Sell |
2,419
-101
| -4% | -$9.13K | 0.01% | 304 |
|
|
2023
Q2 | $205K | Buy |
+2,520
| New | +$205K | 0.01% | 320 |
|