Midwest Financial Group’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 | $2.61M | Sell |
30,724
-964
| -3% | -$81.8K | 1.37% | 23 |
|
|
2025
Q1 | $2.96M | Buy |
31,688
+774
| +3% | +$72.3K | 1.72% | 17 |
|
|
2024
Q4 | $2.65M | Buy |
30,914
+1,523
| +5% | +$130K | 1.52% | 18 |
|
|
2024
Q3 | $2.58M | Buy |
29,391
+1,680
| +6% | +$148K | 1.52% | 18 |
|
|
2024
Q2 | $2.53M | Buy |
27,711
+563
| +2% | +$51.3K | 1.61% | 18 |
|
|
2024
Q1 | $2.56M | Buy |
27,148
+2,088
| +8% | +$197K | 1.72% | 16 |
|
|
2023
Q4 | $2.1M | Buy |
25,060
+2,789
| +13% | +$234K | 1.57% | 17 |
|
|
2023
Q3 | $2.01M | Buy |
22,271
+522
| +2% | +$47.2K | 1.7% | 15 |
|
|
2023
Q2 | $1.77M | Buy |
21,749
+10,814
| +99% | +$878K | 1.5% | 16 |
|
|
2023
Q1 | $906K | Buy |
+10,935
| New | +$906K | 0.83% | 34 |
|