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Flywheel Private Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Flywheel Private Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$540K Sell
6,367
-583
-8% -$49.4K 0.43% 34
2025
Q1 		$650K Buy
6,950
+100
+1% +$9.35K 0.59% 29
2024
Q4 		$587K Buy
+6,850
New +$587K 0.54% 31