Oxford 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 | – | Sell |
-27
| Closed | -$2.52K | – | 270 |
|
|
2025
Q1 | $2.52K | Hold |
27
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $2.31K | Hold |
27
| – | – | ﹤0.01% | 294 |
|
|
2024
Q3 | $2.37K | Sell |
27
-230
| -89% | -$20.2K | ﹤0.01% | 290 |
|
|
2024
Q2 | $23.4K | Sell |
257
-92
| -26% | -$8.39K | ﹤0.01% | 297 |
|
|
2024
Q1 | $32.9K | Hold |
349
| – | – | ﹤0.01% | 252 |
|
|
2023
Q4 | $29.3K | Buy |
+349
| New | +$29.3K | ﹤0.01% | 270 |
|
|
2023
Q3 | – | Sell |
-382
| Closed | -$31K | – | 300 |
|
|
2023
Q2 | $31K | Buy |
382
+298
| +355% | +$24.2K | ﹤0.01% | 266 |
|
|
2023
Q1 | $6.96K | Buy |
+84
| New | +$6.96K | ﹤0.01% | 242 |
|
|
2022
Q3 | – | Sell |
-2,110
| Closed | -$151K | – | 271 |
|
|
2022
Q2 | $151K | Sell |
2,110
-115
| -5% | -$8.23K | 0.02% | 188 |
|
|
2022
Q1 | $170K | Hold |
2,225
| – | – | 0.02% | 190 |
|
|
2021
Q4 | $123K | Buy |
2,225
+1,419
| +176% | +$78.4K | 0.01% | 211 |
|
|
2021
Q3 | $42K | Buy |
+806
| New | +$42K | 0.01% | 215 |
|