Creekmur Asset Management’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 | $44.9K | Sell |
530
-177
| -25% | -$15K | 0.01% | 353 |
|
|
2025
Q1 | $66.1K | Buy |
707
+3
| +0.4% | +$281 | 0.01% | 280 |
|
|
2024
Q4 | $60.3K | Sell |
704
-101
| -13% | -$8.66K | 0.01% | 206 |
|
|
2024
Q3 | $70.7K | Buy |
805
+21
| +3% | +$1.84K | 0.02% | 183 |
|
|
2024
Q2 | $71.5K | Sell |
784
-157
| -17% | -$14.3K | 0.02% | 206 |
|
|
2024
Q1 | $88.9K | Sell |
941
-966
| -51% | -$91.2K | 0.03% | 183 |
|
|
2023
Q4 | $160K | Buy |
+1,907
| New | +$160K | 0.05% | 156 |
|