JBR Co Financial 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 | $2.57M | Sell |
30,301
-1,151
| -4% | -$97.6K | 1.27% | 19 |
|
|
2025
Q1 | $2.94M | Buy |
31,452
+2,366
| +8% | +$221K | 1.72% | 14 |
|
|
2024
Q4 | $2.49M | Sell |
29,086
-1,868
| -6% | -$160K | 1.52% | 18 |
|
|
2024
Q3 | $2.72M | Buy |
30,954
+376
| +1% | +$33K | 1.78% | 15 |
|
|
2024
Q2 | $2.79M | Buy |
30,578
+4,251
| +16% | +$387K | 1.96% | 12 |
|
|
2024
Q1 | $2.49M | Sell |
26,327
-4,339
| -14% | -$410K | 1.98% | 13 |
|
|
2023
Q4 | $2.57M | Buy |
+30,666
| New | +$2.57M | 2.41% | 10 |
|