Consolidated Planning Corp’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 | $675K | Buy |
7,965
+138
| +2% | +$11.7K | 0.08% | 132 |
|
|
2025
Q1 | $731K | Sell |
7,827
-151
| -2% | -$14.1K | 0.1% | 126 |
|
|
2024
Q4 | $683K | Buy |
7,978
+9
| +0.1% | +$771 | 0.09% | 115 |
|
|
2024
Q3 | $700K | Sell |
7,969
-191
| -2% | -$16.8K | 0.1% | 109 |
|
|
2024
Q2 | $744K | Sell |
8,160
-53
| -0.6% | -$4.83K | 0.12% | 98 |
|
|
2024
Q1 | $775K | Sell |
8,213
-130
| -2% | -$12.3K | 0.13% | 97 |
|
|
2023
Q4 | $699K | Sell |
8,343
-375
| -4% | -$31.4K | 0.13% | 98 |
|
|
2023
Q3 | $788K | Buy |
8,718
+247
| +3% | +$22.3K | 0.17% | 94 |
|
|
2023
Q2 | $688K | Buy |
+8,471
| New | +$688K | 0.14% | 103 |
|