Lindbrook Capital’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
Q1
$1.11M Buy
11,833
+383
+3% +$35.8K 0.1% 118
2024
Q4
$981K Hold
11,450
0.09% 143
2024
Q3
$1.01M Hold
11,450
0.09% 147
2024
Q2
$1.04M Sell
11,450
-5
-0% -$456 0.1% 129
2024
Q1
$1.08M Hold
11,455
0.1% 125
2023
Q4
$960K Sell
11,455
-26
-0.2% -$2.18K 0.1% 128
2023
Q3
$1.04M Sell
11,481
-142
-1% -$12.8K 0.12% 103
2023
Q2
$943K Buy
11,623
+5,278
+83% +$428K 0.1% 120
2023
Q1
$526K Sell
6,345
-168
-3% -$13.9K 0.06% 163
2022
Q4
$570K Sell
6,513
-404
-6% -$35.3K 0.07% 166
2022
Q3
$498K Sell
6,917
-4,252
-38% -$306K 0.08% 141
2022
Q2
$799K Buy
11,169
+5,398
+94% +$386K 0.13% 103
2022
Q1
$441K Buy
5,771
+5,613
+3,553% +$429K 0.07% 174
2021
Q4
$9K Buy
+158
New +$9K ﹤0.01% 1334