Bruce G. Allen Investments’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 | $344K | Sell |
4,053
-377
| -9% | -$32K | 0.26% | 44 |
|
|
2025
Q1 | $414K | Sell |
4,430
-192
| -4% | -$17.9K | 0.33% | 38 |
|
|
2024
Q4 | $396K | Buy |
4,622
+28
| +0.6% | +$2.4K | 0.32% | 43 |
|
|
2024
Q3 | $403K | Buy |
4,594
+14
| +0.3% | +$1.23K | 0.31% | 43 |
|
|
2024
Q2 | $417K | Sell |
4,580
-642
| -12% | -$58.5K | 0.35% | 40 |
|
|
2024
Q1 | $493K | Sell |
5,222
-136
| -3% | -$12.8K | 0.41% | 37 |
|
|
2023
Q4 | $449K | Buy |
+5,358
| New | +$449K | 0.41% | 35 |
|