Cyndeo Wealth 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 | $519K | Sell |
6,119
-256
| -4% | -$21.7K | 0.03% | 301 |
|
|
2025
Q1 | $596K | Sell |
6,375
-287
| -4% | -$26.8K | 0.04% | 276 |
|
|
2024
Q4 | $571K | Buy |
6,662
+841
| +14% | +$72K | 0.04% | 276 |
|
|
2024
Q3 | $511K | Buy |
5,821
+1,529
| +36% | +$134K | 0.04% | 292 |
|
|
2024
Q2 | $391K | Buy |
4,292
+144
| +3% | +$13.1K | 0.03% | 301 |
|
|
2024
Q1 | $392K | Sell |
4,148
-163
| -4% | -$15.4K | 0.03% | 291 |
|
|
2023
Q4 | $361K | Buy |
4,311
+241
| +6% | +$20.2K | 0.03% | 287 |
|
|
2023
Q3 | $368K | Sell |
4,070
-459
| -10% | -$41.5K | 0.04% | 250 |
|
|
2023
Q2 | $368K | Buy |
4,529
+467
| +11% | +$37.9K | 0.04% | 242 |
|
|
2023
Q1 | $336K | Sell |
4,062
-675
| -14% | -$55.9K | 0.04% | 252 |
|
|
2022
Q4 | $414K | Buy |
+4,737
| New | +$414K | 0.05% | 230 |
|