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Drive Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Drive Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,495
Closed -$728K – 391
2024
Q4 		$728K Buy
8,495
+2,813
+50% +$241K 0.18% 100
2024
Q3 		$499K Buy
+5,682
New +$499K 0.13% 127