Massachusetts Wealth Management’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 | $2.99M | Buy |
35,264
+955
| +3% | +$81K | 1.69% | 14 |
|
|
2025
Q1 | $3.21M | Buy |
34,309
+1,173
| +4% | +$110K | 2.2% | 10 |
|
|
2024
Q4 | $2.84M | Buy |
33,136
+170
| +0.5% | +$14.6K | 1.75% | 14 |
|
|
2024
Q3 | $2.89M | Buy |
32,966
+1,040
| +3% | +$91.3K | 1.82% | 11 |
|
|
2024
Q2 | $2.91M | Buy |
31,926
+3,930
| +14% | +$358K | 1.95% | 9 |
|
|
2024
Q1 | $2.64M | Buy |
27,996
+3,391
| +14% | +$320K | 1.86% | 14 |
|
|
2023
Q4 | $2.06M | Buy |
24,605
+3,255
| +15% | +$273K | 1.66% | 17 |
|
|
2023
Q3 | $1.93M | Buy |
21,350
+1,030
| +5% | +$93.1K | 1.77% | 14 |
|
|
2023
Q2 | $1.65M | Buy |
20,320
+1,280
| +7% | +$104K | 1.58% | 19 |
|
|
2023
Q1 | $1.58M | Sell |
19,040
-3,240
| -15% | -$268K | 1.63% | 22 |
|
|
2022
Q4 | $2M | Buy |
+22,280
| New | +$2M | 1.94% | 14 |
|