Darden Wealth Group’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 | $801K | Sell |
9,444
-2,476
| -21% | -$210K | 0.48% | 51 |
|
|
2025
Q1 | $1.11M | Sell |
11,920
-104
| -0.9% | -$9.72K | 0.86% | 33 |
|
|
2024
Q4 | $1.03M | Sell |
12,024
-303
| -2% | -$26K | 0.69% | 37 |
|
|
2024
Q3 | $1.08M | Sell |
12,327
-43
| -0.3% | -$3.78K | 0.78% | 32 |
|
|
2024
Q2 | $1.13M | Buy |
12,370
+241
| +2% | +$22K | 0.68% | 30 |
|
|
2024
Q1 | $1.15M | Buy |
12,129
+66
| +0.5% | +$6.23K | 0.9% | 28 |
|
|
2023
Q4 | $1.01M | Buy |
+12,063
| New | +$1.01M | 0.97% | 25 |
|