Butensky & Cohen Financial Security’s Energy Select Sector SPDR Fund XLE Stock Holding History

Butensky & Cohen Financial Security’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.65M	Buy	19,424 +1,146	+6%	+$97.2K	0.49%	71
2025 Q1	$1.71M	Buy	18,278 +364	+2%	+$34K	0.52%	72
2024 Q4	$1.53M	Buy	17,914 +727	+4%	+$62.3K	0.48%	74
2024 Q3	$1.51M	Sell	17,187 -77	-0.4%	-$6.76K	0.45%	72
2024 Q2	$1.57M	Buy	17,264 +63	+0.4%	+$5.74K	0.5%	72
2024 Q1	$1.62M	Buy	17,201 +212	+1%	+$20K	0.51%	72
2023 Q4	$1.42M	Buy	16,989 +289	+2%	+$24.2K	0.47%	71
2023 Q3	$1.51M	Sell	16,700 -70	-0.4%	-$6.33K	0.55%	72
2023 Q2	$1.36M	Buy	16,770 +598	+4%	+$48.5K	0.49%	71
2023 Q1	$1.34M	Sell	16,172 -275	-2%	-$22.8K	0.48%	72
2022 Q4	$1.44M	Sell	16,447 -475	-3%	-$41.5K	0.53%	70
2022 Q3	$1.22M	Sell	16,922 -1,696	-9%	-$122K	0.51%	73
2022 Q2	$1.33M	Sell	18,618 -392	-2%	-$28K	0.54%	74
2022 Q1	$1.45M	Sell	19,010 -715	-4%	-$54.7K	0.51%	77
2021 Q4	$1.1M	Sell	19,725 -391	-2%	-$21.7K	0.39%	82
2021 Q3	$1.05M	Sell	20,116 -1,017	-5%	-$53K	0.42%	79
2021 Q2	$1.14M	Sell	21,133 -1,069	-5%	-$57.6K	0.45%	77
2021 Q1	$1.09M	Sell	22,202 -746	-3%	-$36.6K	0.45%	76
2020 Q4	$870K	Sell	22,948 -1,315	-5%	-$49.9K	0.39%	76
2020 Q3	$727K	Buy	24,263 +752	+3%	+$22.5K	0.38%	76
2020 Q2	$890K	Buy	23,511 +1,908	+9%	+$72.2K	0.51%	76
2020 Q1	$628K	Buy	21,603 +737	+4%	+$21.4K	0.47%	71
2019 Q4	$1.25M	Buy	20,866 +35	+0.2%	+$2.1K	0.72%	69
2019 Q3	$1.23M	Buy	20,831 +1,298	+7%	+$76.8K	0.74%	66
2019 Q2	$1.24M	Buy	19,533 +554	+3%	+$35.3K	0.83%	60
2019 Q1	$1.26M	Buy	18,979 +1,217	+7%	+$80.5K	0.91%	58
2018 Q4	$1.02M	Buy	17,762 +109	+0.6%	+$6.25K	0.9%	57
2018 Q3	$1.34M	Buy	17,653 +775	+5%	+$58.7K	1.07%	54
2018 Q2	$1.28M	Buy	16,878 +596	+4%	+$45.3K	1.08%	54
2018 Q1	$1.1M	Buy	16,282 +517	+3%	+$34.9K	0.96%	55
2017 Q4	$1.14M	Buy	15,765 +1,497	+10%	+$108K	0.94%	56
2017 Q3	$977K	Buy	14,268 +986	+7%	+$67.5K	0.87%	60
2017 Q2	$862K	Buy	13,282 +845	+7%	+$54.8K	0.78%	60
2017 Q1	$869K	Buy	12,437 +685	+6%	+$47.9K	0.79%	60
2016 Q4	$885K	Buy	11,752 +155	+1%	+$11.7K	0.82%	60
2016 Q3	$819K	Buy	11,597 +597	+5%	+$42.2K	0.79%	61
2016 Q2	$751K	Sell	11,000 -405	-4%	-$27.7K	0.73%	62
2016 Q1	$706K	Buy	11,405 +440	+4%	+$27.2K	0.68%	62
2015 Q4	$661K	Buy	10,965 +360	+3%	+$21.7K	0.65%	61
2015 Q3	$649K	Buy	10,605 +670	+7%	+$41K	0.69%	61
2015 Q2	$747K	Buy	9,935 +275	+3%	+$20.7K	0.75%	61
2015 Q1	$749K	Buy	9,660 +730	+8%	+$56.6K	0.74%	62
2014 Q4	$707K	Buy	+8,930	New	+$707K	0.71%	62