Econ Financial Services’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 | $7.26M | Buy |
85,619
+530
| +0.6% | +$44.9K | 3.74% | 6 |
|
|
2025
Q1 | $7.95M | Buy |
85,089
+4,012
| +5% | +$375K | 4.23% | 5 |
|
|
2024
Q4 | $6.95M | Buy |
+81,077
| New | +$6.95M | 3.98% | 5 |
|
|
2024
Q2 | – | Sell |
-36,590
| Closed | -$3.45M | – | 101 |
|
|
2024
Q1 | $3.45M | Buy |
36,590
+3,366
| +10% | +$318K | 2.14% | 12 |
|
|
2023
Q4 | $2.79M | Buy |
+33,224
| New | +$2.79M | 1.96% | 17 |
|
|
2022
Q1 | – | Sell |
-56,160
| Closed | -$3.12M | – | 206 |
|
|
2021
Q4 | $3.12M | Buy |
+56,160
| New | +$3.12M | 2.3% | 12 |
|