Northwest Financial Advisors’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 | $222K | Sell |
2,619
-2,874
| -52% | -$244K | 0.31% | 85 |
|
|
2025
Q1 | $513K | Sell |
5,493
-1,672
| -23% | -$156K | 0.43% | 57 |
|
|
2024
Q4 | $614K | Buy |
7,165
+13
| +0.2% | +$1.11K | 0.51% | 50 |
|
|
2024
Q3 | $628K | Sell |
7,152
-565
| -7% | -$49.6K | 0.5% | 47 |
|
|
2024
Q2 | $703K | Buy |
7,717
+25
| +0.3% | +$2.28K | 0.72% | 33 |
|
|
2024
Q1 | $726K | Buy |
7,692
+26
| +0.3% | +$2.46K | 0.8% | 31 |
|
|
2023
Q4 | $643K | Buy |
+7,666
| New | +$643K | 0.55% | 35 |
|