Briaud Financial Planning’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 | $235K | Buy |
2,779
+309
| +13% | +$26.1K | 0.09% | 28 |
|
|
2025
Q1 | $230K | Hold |
2,470
| – | – | 0.09% | 26 |
|
|
2024
Q4 | $211K | Sell |
2,470
-548
| -18% | -$46.8K | 0.09% | 28 |
|
|
2024
Q3 | $264K | Hold |
3,018
| – | – | 0.14% | 21 |
|
|
2024
Q2 | $275K | Hold |
3,018
| – | – | 0.16% | 19 |
|
|
2024
Q1 | $285K | Buy |
+3,018
| New | +$285K | 0.16% | 17 |
|
|
2021
Q3 | – | Sell |
-413,448
| Closed | -$22.3M | – | 21 |
|
|
2021
Q2 | $22.3M | Sell |
413,448
-7,553
| -2% | -$407K | 14.82% | 2 |
|
|
2021
Q1 | $20.7M | Buy |
421,001
+420,963
| +1,107,797% | +$20.7M | 15.2% | 2 |
|
|
2020
Q4 | $12.4K | Sell |
38
-7,860
| -100% | -$2.56M | 7.89% | 3 |
|
|
2020
Q3 | $236K | Buy |
7,898
+910
| +13% | +$27.2K | 0.17% | 14 |
|
|
2020
Q2 | $264K | Hold |
6,988
| – | – | 0.2% | 12 |
|
|
2020
Q1 | $203K | Buy |
6,988
+5,732
| +456% | +$167K | 0.29% | 14 |
|
|
2019
Q4 | $75K | Buy |
+1,256
| New | +$75K | 0.08% | 23 |
|