Maia 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 | $209K | Buy |
+2,461
| New | +$209K | 0.04% | 309 |
|
|
2025
Q1 | – | Sell |
-2,713
| Closed | -$245K | – | 356 |
|
|
2024
Q4 | $245K | Sell |
2,713
-80
| -3% | -$7.23K | 0.05% | 264 |
|
|
2024
Q3 | $251K | Buy |
2,793
+90
| +3% | +$8.08K | 0.06% | 215 |
|
|
2024
Q2 | $248K | Buy |
+2,703
| New | +$248K | 0.07% | 186 |
|
|
2023
Q4 | $367K | Buy |
+4,380
| New | +$367K | 0.15% | 133 |
|