Client First Capital’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 |
-32,033
| Closed | -$2.99M | – | 24 |
|
|
2025
Q1 | $2.99M | Buy |
32,033
+1,152
| +4% | +$108K | 1.53% | 13 |
|
|
2024
Q4 | $2.65M | Buy |
30,881
+3,600
| +13% | +$308K | 1.36% | 16 |
|
|
2024
Q3 | $2.4M | Buy |
27,281
+4,378
| +19% | +$384K | 1.32% | 17 |
|
|
2024
Q2 | $2.09M | Buy |
+22,903
| New | +$2.09M | 1.26% | 15 |
|
|
2022
Q2 | – | Sell |
-5,764
| Closed | -$441K | – | 25 |
|
|
2022
Q1 | $441K | Sell |
5,764
-89,621
| -94% | -$6.86M | 0.3% | 21 |
|
|
2021
Q4 | $5.29M | Buy |
+95,385
| New | +$5.29M | 3.76% | 9 |
|