Forza Wealth 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 | $1.22M | Hold |
14,350
| – | – | 0.5% | 48 |
|
|
2025
Q1 | $1.34M | Hold |
14,350
| – | – | 0.6% | 44 |
|
|
2024
Q4 | $1.23M | Hold |
14,350
| – | – | 0.56% | 44 |
|
|
2024
Q3 | $1.26M | Hold |
14,350
| – | – | 0.58% | 46 |
|
|
2024
Q2 | $1.31M | Hold |
14,350
| – | – | 0.67% | 39 |
|
|
2024
Q1 | $1.35M | Hold |
14,350
| – | – | 0.7% | 43 |
|
|
2023
Q4 | $1.2M | Hold |
14,350
| – | – | 0.66% | 42 |
|
|
2023
Q3 | $1.3M | Hold |
14,350
| – | – | 0.67% | 46 |
|
|
2023
Q2 | $1.16M | Hold |
14,350
| – | – | 0.59% | 54 |
|
|
2023
Q1 | $1.19M | Hold |
14,350
| – | – | 0.61% | 52 |
|
|
2022
Q4 | $1.26M | Buy |
+14,350
| New | +$1.26M | 0.83% | 36 |
|