Elser Financial Planning’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
-7,050
Closed -$604K 112
2024
Q4
$604K Buy
+7,050
New +$604K 0.04% 51
2024
Q3
Sell
-6,129
Closed -$559K 105
2024
Q2
$559K Buy
+6,129
New +$559K 0.09% 47