ORG Partners’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 | $40.6K | Sell |
475
-1,898
| -80% | -$162K | 0.01% | 595 |
|
|
2025
Q1 | $223K | Buy |
2,373
+730
| +44% | +$68.6K | 0.05% | 258 |
|
|
2024
Q4 | $141K | Sell |
1,643
-541
| -25% | -$46.3K | 0.02% | 374 |
|
|
2024
Q3 | $192K | Buy |
2,184
+1,146
| +110% | +$101K | 0.03% | 292 |
|
|
2024
Q2 | $94.7K | Buy |
+1,038
| New | +$94.7K | 0.01% | 617 |
|
|
2024
Q1 | – | Sell |
-602
| Closed | -$50.5K | – | 1153 |
|
|
2023
Q4 | $50.5K | Buy |
602
+370
| +159% | +$31K | 0.01% | 512 |
|
|
2023
Q3 | $21K | Sell |
232
-900
| -80% | -$81.3K | 0.01% | 683 |
|
|
2023
Q2 | $92.4K | Buy |
+1,132
| New | +$92.4K | 0.02% | 542 |
|