Magnolia Private Wealth’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
$326K Sell
3,842
-750
-16% -$63.6K 0.25% 77
2025
Q1
$429K Sell
4,592
-116
-2% -$10.8K 0.35% 58
2024
Q4
$403K Buy
+4,708
New +$403K 0.35% 67