Lynx Investment Advisory’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
$1.07M Buy
12,633
+2,098
+20% +$178K 0.7% 36
2025
Q1
$984K Sell
10,535
-104
-1% -$9.72K 0.66% 37
2024
Q4
$911K Sell
10,639
-2,863
-21% -$245K 0.62% 39
2024
Q3
$1.19M Buy
13,502
+271
+2% +$23.8K 0.85% 26
2024
Q2
$1.21M Buy
+13,231
New +$1.21M 0.89% 24