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Palumbo Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History

Palumbo Wealth Management’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$476K Sell
5,614
-126
-2% -$10.7K 0.15% 105
2025
Q1 		$536K Sell
5,740
-35
-0.6% -$3.27K 0.18% 87
2024
Q4 		$495K Buy
+5,775
New +$495K 0.18% 84