Curran Financial 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 | $206K | Buy |
+2,434
| New | +$206K | 0.05% | 117 |
|
|
2024
Q2 | – | Sell |
-2,141
| Closed | -$202K | – | 87 |
|
|
2024
Q1 | $202K | Buy |
+2,141
| New | +$202K | 0.07% | 80 |
|
|
2023
Q4 | – | Sell |
-2,671
| Closed | -$241K | – | 80 |
|
|
2023
Q3 | $241K | Sell |
2,671
-156
| -6% | -$14.1K | 0.11% | 64 |
|
|
2023
Q2 | $229K | Buy |
2,827
+24
| +0.9% | +$1.95K | 0.1% | 67 |
|
|
2023
Q1 | $232K | Sell |
2,803
-686
| -20% | -$56.8K | 0.11% | 63 |
|
|
2022
Q4 | $305K | Sell |
3,489
-479
| -12% | -$41.9K | 0.15% | 55 |
|
|
2022
Q3 | $286K | Sell |
3,968
-284
| -7% | -$20.5K | 0.15% | 51 |
|
|
2022
Q2 | $304K | Sell |
4,252
-1,000
| -19% | -$71.5K | 0.14% | 51 |
|
|
2022
Q1 | $401K | Sell |
5,252
-886
| -14% | -$67.6K | 0.16% | 58 |
|
|
2021
Q4 | $341K | Sell |
6,138
-1,076
| -15% | -$59.8K | 0.14% | 55 |
|
|
2021
Q3 | $379K | Sell |
7,214
-1,140
| -14% | -$59.9K | 0.19% | 45 |
|
|
2021
Q2 | $450K | Sell |
8,354
-2,759
| -25% | -$149K | 0.25% | 48 |
|
|
2021
Q1 | $545K | Buy |
11,113
+2,171
| +24% | +$106K | 0.39% | 37 |
|
|
2020
Q4 | $339K | Buy |
+8,942
| New | +$339K | 0.29% | 45 |
|