FSA 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 | $21.1K | Buy |
248
+1
| +0.4% | +$85 | 0.01% | 236 |
|
|
2025
Q1 | $23.1K | Buy |
247
+1
| +0.4% | +$93 | 0.01% | 210 |
|
|
2024
Q4 | $21.1K | Buy |
246
+1
| +0.4% | +$86 | 0.01% | 228 |
|
|
2024
Q3 | $21.5K | Buy |
+245
| New | +$21.5K | 0.01% | 233 |
|
|
2024
Q1 | $22.9K | Buy |
242
+1
| +0.4% | +$95 | 0.01% | 234 |
|
|
2023
Q4 | $20K | Buy |
+241
| New | +$20K | 0.01% | 234 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$4K | – | 368 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 343 |
|
|
2020
Q1 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 343 |
|