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PDS Planning’s Energy Select Sector SPDR Fund XLE Stock Holding History

PDS Planning’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 		– Sell
-2,307
Closed -$216K – 533
2025
Q1 		$216K Sell
2,307
-237
-9% -$22.1K 0.02% 415
2024
Q4 		$218K Sell
2,544
-5,951
-70% -$510K 0.02% 381
2024
Q3 		$746K Buy
+8,495
New +$746K 0.07% 132