Laraway Financial 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 | $293K | Sell |
3,455
-122
| -3% | -$10.3K | 0.22% | 102 |
|
|
2025
Q1 | $334K | Buy |
3,577
+803
| +29% | +$75K | 0.27% | 89 |
|
|
2024
Q4 | $238K | Sell |
2,774
-48
| -2% | -$4.11K | 0.18% | 109 |
|
|
2024
Q3 | $248K | Buy |
2,822
+43
| +2% | +$3.78K | 0.2% | 105 |
|
|
2024
Q2 | $253K | Sell |
2,779
-947
| -25% | -$86.3K | 0.22% | 96 |
|
|
2024
Q1 | $352K | Buy |
3,726
+238
| +7% | +$22.5K | 0.31% | 79 |
|
|
2023
Q4 | $292K | Buy |
3,488
+2
| +0.1% | +$168 | 0.28% | 85 |
|
|
2023
Q3 | $315K | Sell |
3,486
-72
| -2% | -$6.51K | 0.33% | 77 |
|
|
2023
Q2 | $289K | Buy |
3,558
+32
| +0.9% | +$2.6K | 0.29% | 85 |
|
|
2023
Q1 | $292K | Buy |
3,526
+103
| +3% | +$8.53K | 0.3% | 87 |
|
|
2022
Q4 | $299K | Sell |
3,423
-227
| -6% | -$19.9K | 0.31% | 88 |
|
|
2022
Q3 | $263K | Buy |
3,650
+10
| +0.3% | +$721 | 0.29% | 89 |
|
|
2022
Q2 | $260K | Hold |
3,640
| – | – | 0.28% | 91 |
|
|
2022
Q1 | $278K | Buy |
+3,640
| New | +$278K | 0.25% | 94 |
|