Evernest Financial Advisors’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 | $1.05M | Sell |
12,359
-15
| -0.1% | -$1.27K | 0.34% | 62 |
|
|
2025
Q1 | $1.16M | Sell |
12,374
-2,023
| -14% | -$189K | 0.42% | 53 |
|
|
2024
Q4 | $1.23M | Sell |
14,397
-771
| -5% | -$66K | 0.32% | 52 |
|
|
2024
Q3 | $1.33M | Sell |
15,168
-3,207
| -17% | -$282K | 0.36% | 49 |
|
|
2024
Q2 | $1.67M | Sell |
18,375
-1,725
| -9% | -$157K | 0.75% | 24 |
|
|
2024
Q1 | $1.91M | Sell |
20,100
-3,820
| -16% | -$363K | 0.9% | 19 |
|
|
2023
Q4 | $2.01M | Buy |
+23,920
| New | +$2.01M | 1.02% | 22 |
|
|
2021
Q4 | $1.99M | Buy |
+23,881
| New | +$1.99M | 1.03% | 19 |
|