Childress Capital 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 | $241K | Sell |
2,847
-531
| -16% | -$45K | 0.06% | 218 |
|
2025
Q1 | $316K | Buy |
3,378
+494
| +17% | +$46.2K | 0.09% | 158 |
|
2024
Q4 | $247K | Hold |
2,884
| – | – | 0.07% | 178 |
|
2024
Q3 | $253K | Hold |
2,884
| – | – | 0.07% | 191 |
|
2024
Q2 | $263K | Buy |
+2,884
| New | +$263K | 0.07% | 168 |
|
2021
Q1 | – | Sell |
-9,151
| Closed | -$347K | – | 980 |
|
2020
Q4 | $347K | Buy |
+9,151
| New | +$347K | 0.2% | 59 |
|