Future Financial 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 | $271K | Sell |
3,195
-115
| -3% | -$9.75K | 0.18% | 92 |
|
|
2025
Q1 | $309K | Hold |
3,310
| – | – | 0.23% | 79 |
|
|
2024
Q4 | $284K | Buy |
3,310
+1
| +0% | +$86 | 0.21% | 86 |
|
|
2024
Q3 | $291K | Hold |
3,309
| – | – | 0.21% | 89 |
|
|
2024
Q2 | $302K | Buy |
3,309
+50
| +2% | +$4.56K | 0.27% | 80 |
|
|
2024
Q1 | $308K | Buy |
3,259
+1
| +0% | +$94 | 0.24% | 80 |
|
|
2023
Q4 | $273K | Hold |
3,258
| – | – | 0.27% | 78 |
|
|
2023
Q3 | $294K | Sell |
3,258
-362
| -10% | -$32.7K | 0.33% | 77 |
|
|
2023
Q2 | $294K | Sell |
3,620
-1,793
| -33% | -$146K | 0.31% | 81 |
|
|
2023
Q1 | $469K | Sell |
5,413
-9,878
| -65% | -$855K | 0.52% | 53 |
|
|
2022
Q4 | $1.34M | Sell |
15,291
-373
| -2% | -$32.6K | 1.52% | 19 |
|
|
2022
Q3 | $1.12M | Sell |
15,664
-4,244
| -21% | -$303K | 1.29% | 22 |
|
|
2022
Q2 | $1.52M | Hold |
19,908
| – | – | 1.49% | 16 |
|
|
2022
Q1 | $1.52M | Sell |
19,908
-3,922
| -16% | -$300K | 1.26% | 16 |
|
|
2021
Q4 | $1.36M | Buy |
+23,830
| New | +$1.36M | 1.09% | 23 |
|