Donoghue Forlines’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
Q1 | – | Sell |
-16,582
| Closed | -$1.42M | – | 150 |
|
2024
Q4 | $1.42M | Buy |
+16,582
| New | +$1.42M | 0.48% | 97 |
|
2018
Q3 | – | Sell |
-298,423
| Closed | -$22.7M | – | 198 |
|
2018
Q2 | $22.7M | Buy |
298,423
+114,116
| +62% | +$8.67M | 1.87% | 5 |
|
2018
Q1 | $12.4M | Sell |
184,307
-161,178
| -47% | -$10.9M | 1.08% | 55 |
|
2017
Q4 | $25M | Buy |
+345,485
| New | +$25M | 1.89% | 6 |
|