Darwin Wealth Management’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 | $1.59M | Sell |
18,753
-51
| -0.3% | -$4.33K | 0.55% | 53 |
|
|
2025
Q1 | $1.61M | Hold |
18,804
| – | – | 0.54% | 53 |
|
|
2024
Q4 | $1.61M | Buy |
18,804
+18,512
| +6,340% | +$1.59M | 0.54% | 53 |
|
|
2024
Q3 | $25.6K | Sell |
292
-3,253
| -92% | -$285K | 0.01% | 287 |
|
|
2024
Q2 | $323K | Sell |
3,545
-2,485
| -41% | -$226K | 0.16% | 61 |
|
|
2024
Q1 | $569K | Buy |
+6,030
| New | +$569K | 0.16% | 92 |
|
|
2020
Q2 | – | Sell |
-174
| Closed | -$5K | – | 809 |
|
|
2020
Q1 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 602 |
|