Provident Wealth Management’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 | $241K | Sell |
2,839
-314
| -10% | -$26.6K | 0.08% | 72 |
|
|
2025
Q1 | $295K | Buy |
3,153
+1,669
| +112% | +$156K | 0.1% | 60 |
|
|
2024
Q4 | $127K | Sell |
1,484
-121
| -8% | -$10.4K | 0.04% | 88 |
|
|
2024
Q3 | $141K | Hold |
1,605
| – | – | 0.05% | 87 |
|
|
2024
Q2 | $146K | Buy |
1,605
+1,500
| +1,429% | +$137K | 0.05% | 82 |
|
|
2024
Q1 | $9.91K | Buy |
+105
| New | +$9.91K | ﹤0.01% | 96 |
|