Financial Life Planners’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
Sell
-1,351
Closed -$126K 85
2025
Q1
$126K Buy
1,351
+398
+42% +$37.2K 0.12% 67
2024
Q4
$81.7K Buy
+953
New +$81.7K 0.07% 90