Cooksen Wealth’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 | $1.72M | Buy |
20,263
+4,091
| +25% | +$347K | 1.38% | 21 |
|
|
2025
Q1 | $1.53M | Sell |
16,172
-1,569
| -9% | -$148K | 1.55% | 22 |
|
|
2024
Q4 | $1.52M | Buy |
17,741
+772
| +5% | +$66.1K | 1.4% | 23 |
|
|
2024
Q3 | $1.49M | Sell |
16,969
-62
| -0.4% | -$5.44K | 1.39% | 23 |
|
|
2024
Q2 | $1.55M | Buy |
17,031
+859
| +5% | +$78.3K | 1.57% | 22 |
|
|
2024
Q1 | $1.53M | Buy |
16,172
+1,585
| +11% | +$150K | 1.59% | 22 |
|
|
2023
Q4 | $1.22M | Buy |
+14,587
| New | +$1.22M | 1.39% | 24 |
|