Prosperity Consulting Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
14,785
-6,390
| -30% | -$542K | 0.09% | 192 |
|
|
2025
Q1 | $1.98M | Sell |
21,175
-2,609
| -11% | -$244K | 0.15% | 143 |
|
|
2024
Q4 | $2.04M | Buy |
23,784
+2,069
| +10% | +$177K | 0.15% | 147 |
|
|
2024
Q3 | $1.91M | Buy |
+21,715
| New | +$1.91M | 0.15% | 157 |
|
|
2024
Q2 | – | Sell |
-5,619
| Closed | -$530K | – | 338 |
|
|
2024
Q1 | $530K | Buy |
5,619
+2,991
| +114% | +$282K | 0.07% | 198 |
|
|
2023
Q4 | $220K | Buy |
+2,628
| New | +$220K | 0.07% | 192 |
|