MFA
Mayflower Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
9,236
+40
| +0.4% | +$3.39K | 0.11% | 178 |
|
|
2025
Q1 | $859K | Buy |
9,196
+114
| +1% | +$10.7K | 0.13% | 161 |
|
|
2024
Q4 | $778K | Hold |
9,082
| – | – | 0.12% | 165 |
|
|
2024
Q3 | $797K | Sell |
9,082
-78
| -0.9% | -$6.85K | 0.12% | 162 |
|
|
2024
Q2 | $835K | Sell |
9,160
-65
| -0.7% | -$5.93K | 0.14% | 149 |
|
|
2024
Q1 | $871K | Sell |
9,225
-599
| -6% | -$56.6K | 0.15% | 145 |
|
|
2023
Q4 | $824K | Sell |
9,824
-193
| -2% | -$16.2K | 0.11% | 151 |
|
|
2023
Q3 | $905K | Sell |
10,017
-158
| -2% | -$14.3K | 0.14% | 133 |
|
|
2023
Q2 | $826K | Buy |
10,175
+7
| +0.1% | +$568 | 0.11% | 155 |
|
|
2023
Q1 | $842K | Sell |
10,168
-2,749
| -21% | -$228K | 0.11% | 145 |
|
|
2022
Q4 | $1.13M | Buy |
12,917
+1,067
| +9% | +$93.3K | 0.16% | 113 |
|
|
2022
Q3 | $853K | Sell |
11,850
-5,272
| -31% | -$379K | 0.14% | 116 |
|
|
2022
Q2 | $1.22M | Buy |
17,122
+1,462
| +9% | +$105K | 0.19% | 99 |
|
|
2022
Q1 | $1.2M | Buy |
15,660
+4,506
| +40% | +$344K | 0.16% | 100 |
|
|
2021
Q4 | $619K | Buy |
11,154
+4,163
| +60% | +$231K | 0.08% | 170 |
|
|
2021
Q3 | $406K | Buy |
6,991
+745
| +12% | +$43.3K | 0.05% | 218 |
|
|
2021
Q2 | $336K | Buy |
6,246
+541
| +9% | +$29.1K | 0.05% | 224 |
|
|
2021
Q1 | $280K | Buy |
+5,705
| New | +$280K | 0.04% | 237 |
|