Colton Groome Financial 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 | $1.37M | Buy |
16,144
+165
| +1% | +$14K | 0.46% | 42 |
|
|
2025
Q1 | $1.29M | Sell |
15,979
-5,483
| -26% | -$441K | 0.5% | 38 |
|
|
2024
Q4 | $1.84M | Sell |
21,462
-3,058
| -12% | -$262K | 0.7% | 33 |
|
|
2024
Q3 | $2.15M | Buy |
24,520
+530
| +2% | +$46.5K | 0.81% | 30 |
|
|
2024
Q2 | $2.19M | Sell |
23,990
-424
| -2% | -$38.6K | 0.86% | 29 |
|
|
2024
Q1 | $2.3M | Buy |
24,414
+2,765
| +13% | +$261K | 0.93% | 28 |
|
|
2023
Q4 | $1.82M | Buy |
21,649
+1,581
| +8% | +$133K | 0.79% | 30 |
|
|
2023
Q3 | $1.81M | Buy |
20,068
+3,784
| +23% | +$342K | 0.91% | 27 |
|
|
2023
Q2 | $1.32M | Buy |
16,284
+4,467
| +38% | +$363K | 0.62% | 41 |
|
|
2023
Q1 | $979K | Sell |
11,817
-10,602
| -47% | -$878K | 0.47% | 47 |
|
|
2022
Q4 | $1.96M | Buy |
22,419
+1,138
| +5% | +$99.5K | 0.96% | 32 |
|
|
2022
Q3 | $1.53M | Sell |
21,281
-903
| -4% | -$65K | 0.78% | 36 |
|
|
2022
Q2 | $1.59M | Sell |
22,184
-178
| -0.8% | -$12.7K | 0.79% | 28 |
|
|
2022
Q1 | $1.71M | Buy |
+22,362
| New | +$1.71M | 0.79% | 32 |
|