Family Management’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 | $39.4K | Sell |
464
-450
| -49% | -$38.2K | 0.01% | 198 |
|
|
2025
Q1 | $85.4K | Buy |
914
+450
| +97% | +$42.1K | 0.01% | 173 |
|
|
2024
Q4 | $39.7K | Buy |
+464
| New | +$39.7K | 0.01% | 166 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$38K | – | 198 |
|
|
2022
Q1 | $38K | Buy |
+500
| New | +$38K | 0.01% | 161 |
|
|
2021
Q3 | – | Sell |
-90
| Closed | -$5K | – | 205 |
|
|
2021
Q2 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 196 |
|