Forbes Financial Planning’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 | $1.21M | Sell |
14,293
-7,659
| -35% | -$650K | 0.82% | 22 |
|
|
2025
Q1 | $2.05M | Sell |
21,952
-854
| -4% | -$79.8K | 1.52% | 21 |
|
|
2024
Q4 | $1.95M | Sell |
22,806
-439
| -2% | -$37.6K | 0.95% | 22 |
|
|
2024
Q3 | $2.04M | Sell |
23,245
-206
| -0.9% | -$18.1K | 1.47% | 22 |
|
|
2024
Q2 | $2.14M | Sell |
23,451
-348
| -1% | -$31.7K | 1.68% | 22 |
|
|
2024
Q1 | $2.25M | Sell |
23,799
-822
| -3% | -$77.6K | 1.93% | 19 |
|
|
2023
Q4 | $2.06M | Sell |
24,621
-71
| -0.3% | -$5.95K | 1.92% | 19 |
|
|
2023
Q3 | $2.23M | Sell |
24,692
-598
| -2% | -$54.1K | 2.39% | 18 |
|
|
2023
Q2 | $2.05M | Hold |
25,290
| – | – | 1.98% | 20 |
|
|
2023
Q1 | $2.09M | Sell |
25,290
-1,402
| -5% | -$116K | 2.06% | 20 |
|
|
2022
Q4 | $1.92M | Hold |
26,692
| – | – | 2.8% | 16 |
|
|
2022
Q3 | $1.92M | Sell |
26,692
-206
| -0.8% | -$14.8K | 2.8% | 16 |
|
|
2022
Q2 | $1.92M | Sell |
26,898
-848
| -3% | -$60.6K | 2.76% | 15 |
|
|
2022
Q1 | $2.12M | Buy |
27,746
+554
| +2% | +$42.3K | 2.64% | 15 |
|
|
2021
Q4 | $1.49M | Buy |
+27,192
| New | +$1.49M | 1.47% | 18 |
|