Gries Financial’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 | $649K | Sell |
7,654
-4,404
| -37% | -$374K | 0.12% | 149 |
|
|
2025
Q1 | $1.13M | Buy |
12,058
+4,324
| +56% | +$404K | 0.22% | 111 |
|
|
2024
Q4 | $663K | Hold |
7,734
| – | – | 0.12% | 148 |
|
|
2024
Q3 | $679K | Hold |
7,734
| – | – | 0.13% | 146 |
|
|
2024
Q2 | $705K | Sell |
7,734
-80
| -1% | -$7.29K | 0.15% | 129 |
|
|
2024
Q1 | $738K | Hold |
7,814
| – | – | 0.12% | 142 |
|
|
2023
Q4 | $655K | Sell |
7,814
-172
| -2% | -$14.4K | 0.14% | 113 |
|
|
2023
Q3 | $722K | Buy |
+7,986
| New | +$722K | 0.19% | 101 |
|