Colony Family Offices’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 |
-87
| Closed | -$8.13K | – | 70 |
|
|
2025
Q1 | $8.13K | Hold |
87
| – | – | ﹤0.01% | 70 |
|
|
2024
Q4 | $7.45K | Hold |
87
| – | – | ﹤0.01% | 75 |
|
|
2024
Q3 | $7.64K | Buy |
+87
| New | +$7.64K | ﹤0.01% | 64 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$248K | – | 93 |
|
|
2023
Q1 | $248K | Buy |
+3,000
| New | +$248K | 0.1% | 71 |
|