Prosperity 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 | $282K | Sell |
3,328
-885
| -21% | -$75.1K | 0.12% | 130 |
|
|
2025
Q1 | $394K | Buy |
4,213
+485
| +13% | +$45.3K | 0.2% | 106 |
|
|
2024
Q4 | $319K | Sell |
3,728
-75
| -2% | -$6.42K | 0.16% | 115 |
|
|
2024
Q3 | $334K | Sell |
3,803
-200
| -5% | -$17.6K | 0.19% | 104 |
|
|
2024
Q2 | $365K | Sell |
4,003
-400
| -9% | -$36.5K | 0.23% | 93 |
|
|
2024
Q1 | $416K | Buy |
4,403
+635
| +17% | +$60K | 0.26% | 90 |
|
|
2023
Q4 | $316K | Buy |
+3,768
| New | +$316K | 0.22% | 90 |
|