JDM Financial Group’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 | $42.7K | Buy |
504
+4
| +0.8% | +$339 | 0.02% | 97 |
|
|
2025
Q1 | $46.7K | Buy |
500
+57
| +13% | +$5.33K | 0.02% | 89 |
|
|
2024
Q4 | $37.9K | Hold |
443
| – | – | 0.02% | 98 |
|
|
2024
Q3 | $38.9K | Hold |
443
| – | – | 0.02% | 101 |
|
|
2024
Q2 | $40.4K | Hold |
443
| – | – | 0.03% | 89 |
|
|
2024
Q1 | $41.8K | Hold |
443
| – | – | 0.03% | 79 |
|
|
2023
Q4 | $37.1K | Hold |
443
| – | – | 0.03% | 78 |
|
|
2023
Q3 | $40K | Hold |
443
| – | – | 0.04% | 74 |
|
|
2023
Q2 | $36K | Hold |
443
| – | – | 0.03% | 81 |
|
|
2023
Q1 | $36.7K | Hold |
443
| – | – | 0.03% | 81 |
|
|
2022
Q4 | $38.7K | Buy |
+443
| New | +$38.7K | 0.04% | 76 |
|