Cumberland Partners’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 |
-29,781
| Closed | -$2.78M | – | 202 |
|
|
2025
Q1 | $2.78M | Buy |
+29,781
| New | +$2.78M | 0.21% | 79 |
|
|
2022
Q1 | – | Sell |
-11,000
| Closed | -$611K | – | 198 |
|
|
2021
Q4 | $611K | Buy |
11,000
+3,500
| +47% | +$194K | 0.04% | 145 |
|
|
2021
Q3 | $391K | Buy |
7,500
+2,000
| +36% | +$104K | 0.03% | 172 |
|
|
2021
Q2 | $296K | Buy |
+5,500
| New | +$296K | 0.02% | 163 |
|