My Personal CFO LLC’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 | $229K | Buy |
2,695
+11
| +0.4% | +$933 | 0.1% | 86 |
|
|
2025
Q1 | $251K | Buy |
2,684
+10
| +0.4% | +$934 | 0.13% | 78 |
|
|
2024
Q4 | $229K | Sell |
2,674
-1
| -0% | -$86 | 0.12% | 85 |
|
|
2024
Q3 | $235K | Buy |
2,675
+8
| +0.3% | +$702 | 0.13% | 81 |
|
|
2024
Q2 | $243K | Buy |
+2,667
| New | +$243K | 0.13% | 95 |
|
|
2023
Q1 | – | Sell |
-715
| Closed | -$62.6K | – | 847 |
|
|
2022
Q4 | $62.6K | Buy |
+715
| New | +$62.6K | 0.06% | 121 |
|