Private Client Services’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 | $523K | Buy |
6,170
+1,158
| +23% | +$98.2K | 0.2% | 106 |
|
|
2025
Q1 | $468K | Sell |
5,012
-478
| -9% | -$44.7K | 0.23% | 92 |
|
|
2024
Q4 | $470K | Sell |
5,490
-84
| -2% | -$7.2K | 0.25% | 88 |
|
|
2024
Q3 | $489K | Sell |
5,574
-63
| -1% | -$5.53K | 0.26% | 80 |
|
|
2024
Q2 | $514K | Buy |
5,637
+155
| +3% | +$14.1K | 0.32% | 66 |
|
|
2024
Q1 | $518K | Sell |
5,482
-10
| -0.2% | -$944 | 0.35% | 65 |
|
|
2023
Q4 | $460K | Buy |
+5,492
| New | +$460K | 0.38% | 80 |
|