LifePlan 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 | $2.23M | Sell |
26,271
-629
| -2% | -$53.3K | 1.85% | 13 |
|
|
2025
Q1 | $2.51M | Sell |
26,900
-1,376
| -5% | -$129K | 2.19% | 11 |
|
|
2024
Q4 | $2.42M | Sell |
28,276
-1,698
| -6% | -$145K | 2.14% | 12 |
|
|
2024
Q3 | $2.63M | Sell |
29,974
-976
| -3% | -$85.7K | 2.26% | 7 |
|
|
2024
Q2 | $2.82M | Sell |
30,950
-784
| -2% | -$71.5K | 2.6% | 7 |
|
|
2024
Q1 | $3M | Sell |
31,734
-1,460
| -4% | -$138K | 2.75% | 7 |
|
|
2023
Q4 | $2.78M | Buy |
+33,194
| New | +$2.78M | 2.79% | 7 |
|