Kingswood Wealth Advisors’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 | $956K | Buy |
11,272
+415
| +4% | +$35.2K | 0.08% | 271 |
|
|
2025
Q1 | $1.01M | Buy |
10,857
+1,983
| +22% | +$185K | 0.09% | 239 |
|
|
2024
Q4 | $760K | Sell |
8,874
-45,171
| -84% | -$3.87M | 0.06% | 330 |
|
|
2024
Q3 | $4.75M | Buy |
54,045
+44,449
| +463% | +$3.9M | 0.34% | 66 |
|
|
2024
Q2 | $875K | Buy |
9,596
+2,313
| +32% | +$211K | 0.08% | 260 |
|
|
2024
Q1 | $688K | Sell |
7,283
-214
| -3% | -$20.2K | 0.08% | 272 |
|
|
2023
Q4 | $629K | Sell |
7,497
-1,538
| -17% | -$129K | 0.07% | 291 |
|
|
2023
Q3 | $819K | Buy |
+9,035
| New | +$819K | 0.14% | 171 |
|