Longview 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 | – | Sell |
-3,028
| Closed | -$283K | – | 45 |
|
|
2025
Q1 | $283K | Sell |
3,028
-1,356
| -31% | -$127K | 0.24% | 36 |
|
|
2024
Q4 | $376K | Buy |
4,384
+240
| +6% | +$20.6K | 0.3% | 36 |
|
|
2024
Q3 | $364K | Sell |
4,144
-40
| -1% | -$3.51K | 0.27% | 35 |
|
|
2024
Q2 | $381K | Hold |
4,184
| – | – | 0.29% | 35 |
|
|
2024
Q1 | $395K | Buy |
4,184
+100
| +2% | +$9.44K | 0.3% | 35 |
|
|
2023
Q4 | $342K | Buy |
+4,084
| New | +$342K | 0.28% | 32 |
|