Fox Hill 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 | $275K | Buy |
3,237
+20
| +0.6% | +$1.7K | 0.14% | 93 |
|
|
2025
Q1 | $301K | Sell |
3,217
-10
| -0.3% | -$935 | 0.18% | 84 |
|
|
2024
Q4 | $276K | Sell |
3,227
-13
| -0.4% | -$1.11K | 0.16% | 83 |
|
|
2024
Q3 | $284K | Sell |
3,240
-25
| -0.8% | -$2.2K | 0.16% | 85 |
|
|
2024
Q2 | $298K | Buy |
3,265
+20
| +0.6% | +$1.82K | 0.18% | 76 |
|
|
2024
Q1 | $306K | Buy |
3,245
+126
| +4% | +$11.9K | 0.21% | 77 |
|
|
2023
Q4 | $262K | Buy |
+3,119
| New | +$262K | 0.2% | 80 |
|