Commonwealth Financial Services’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 | $223K | Buy |
2,627
+231
| +10% | +$19.6K | 0.04% | 189 |
|
|
2025
Q1 | $224K | Buy |
+2,396
| New | +$224K | 0.05% | 179 |
|
|
2024
Q4 | – | Sell |
-2,579
| Closed | -$232K | – | 201 |
|
|
2024
Q3 | $232K | Buy |
2,579
+5
| +0.2% | +$449 | 0.05% | 178 |
|
|
2024
Q2 | $231K | Sell |
2,574
-51
| -2% | -$4.57K | 0.05% | 170 |
|
|
2024
Q1 | $220K | Hold |
2,625
| – | – | 0.05% | 168 |
|
|
2023
Q4 | $220K | Sell |
2,625
-63
| -2% | -$5.28K | 0.05% | 168 |
|
|
2023
Q3 | $243K | Buy |
+2,688
| New | +$243K | 0.07% | 158 |
|