Cultivar Capital’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 | – | Sell |
-2,215
| Closed | -$207K | – | 43 |
|
|
2025
Q1 | $207K | Buy |
+2,215
| New | +$207K | 0.17% | 30 |
|
|
2024
Q3 | – | Sell |
-3,400
| Closed | -$310K | – | 188 |
|
|
2024
Q2 | $310K | Sell |
3,400
-1,470
| -30% | -$134K | 0.26% | 22 |
|
|
2024
Q1 | $460K | Sell |
4,870
-2,770
| -36% | -$262K | 0.39% | 16 |
|
|
2023
Q4 | $641K | Buy |
+7,640
| New | +$641K | 0.56% | 14 |
|