Lifeworks 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 | $483K | Sell |
5,701
-739
| -11% | -$62.7K | 0.07% | 199 |
|
|
2025
Q1 | $602K | Sell |
6,440
-4,294
| -40% | -$401K | 0.1% | 167 |
|
|
2024
Q4 | $919K | Sell |
10,734
-172
| -2% | -$14.7K | 0.17% | 124 |
|
|
2024
Q3 | $958K | Sell |
10,906
-1,103
| -9% | -$96.8K | 0.19% | 116 |
|
|
2024
Q2 | $1.09M | Buy |
12,009
+215
| +2% | +$19.6K | 0.3% | 82 |
|
|
2024
Q1 | $1.11M | Buy |
11,794
+117
| +1% | +$11K | 0.31% | 84 |
|
|
2023
Q4 | $979K | Sell |
11,677
-208
| -2% | -$17.4K | 0.34% | 83 |
|
|
2023
Q3 | $1.07M | Buy |
11,885
+8,380
| +239% | +$757K | 0.42% | 78 |
|
|
2023
Q2 | $285K | Buy |
3,505
+46
| +1% | +$3.73K | 0.12% | 130 |
|
|
2023
Q1 | $287K | Buy |
+3,459
| New | +$287K | 0.14% | 122 |
|