Ehrlich Financial 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
Q1 | – | Sell |
-3,653
| Closed | -$313K | – | 122 |
|
|
2024
Q4 | $313K | Buy |
3,653
+834
| +30% | +$71.4K | 0.22% | 82 |
|
|
2024
Q3 | $247K | Sell |
2,819
-5,497
| -66% | -$483K | 0.18% | 89 |
|
|
2024
Q2 | $758K | Buy |
8,316
+5,285
| +174% | +$482K | 0.6% | 38 |
|
|
2024
Q1 | $286K | Sell |
3,031
-188
| -6% | -$17.7K | 0.24% | 77 |
|
|
2023
Q4 | $270K | Buy |
+3,219
| New | +$270K | 0.27% | 76 |
|