Fountainhead AM’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 | $454K | Sell |
5,354
-250
| -4% | -$21.2K | 0.07% | 123 |
|
|
2025
Q1 | $524K | Buy |
5,604
+1,506
| +37% | +$141K | 0.09% | 83 |
|
|
2024
Q4 | $351K | Buy |
4,098
+852
| +26% | +$73K | 0.06% | 109 |
|
|
2024
Q3 | $285K | Buy |
3,246
+301
| +10% | +$26.4K | 0.06% | 115 |
|
|
2024
Q2 | $268K | Buy |
2,945
+242
| +9% | +$22.1K | 0.06% | 103 |
|
|
2024
Q1 | $255K | Buy |
+2,703
| New | +$255K | 0.06% | 108 |
|