Envestnet Portfolio Solutions’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 | $846K | Buy |
9,975
+547
| +6% | +$46.4K | ﹤0.01% | 863 |
|
|
2025
Q1 | $881K | Sell |
9,428
-83,227
| -90% | -$7.78M | ﹤0.01% | 840 |
|
|
2024
Q4 | $7.94M | Sell |
92,655
-64,390
| -41% | -$5.52M | 0.03% | 290 |
|
|
2024
Q3 | $13.8M | Buy |
157,045
+46,773
| +42% | +$4.11M | 0.04% | 201 |
|
|
2024
Q2 | $10.1M | Buy |
110,272
+44,373
| +67% | +$4.04M | 0.04% | 231 |
|
|
2024
Q1 | $6.22M | Sell |
65,899
-9,725
| -13% | -$918K | 0.02% | 326 |
|
|
2023
Q4 | $6.34M | Buy |
75,624
+21,415
| +40% | +$1.8M | 0.03% | 276 |
|
|
2023
Q3 | $4.9M | Buy |
+54,209
| New | +$4.9M | 0.02% | 311 |
|