Redwood Financial Network’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 | $596K | Buy |
7,022
+57
| +0.8% | +$4.84K | 0.4% | 69 |
|
|
2025
Q1 | $651K | Sell |
6,965
-928
| -12% | -$86.7K | 0.5% | 56 |
|
|
2024
Q4 | $676K | Sell |
7,893
-1,244
| -14% | -$107K | 0.5% | 54 |
|
|
2024
Q3 | $802K | Sell |
9,137
-170
| -2% | -$14.9K | 0.63% | 45 |
|
|
2024
Q2 | $848K | Sell |
9,307
-36
| -0.4% | -$3.28K | 0.71% | 42 |
|
|
2024
Q1 | $882K | Buy |
9,343
+1,083
| +13% | +$102K | 0.77% | 39 |
|
|
2023
Q4 | $692K | Buy |
8,260
+954
| +13% | +$80K | 0.67% | 46 |
|
|
2023
Q3 | $660K | Sell |
7,306
-1,578
| -18% | -$143K | 0.7% | 43 |
|
|
2023
Q2 | $721K | Sell |
8,884
-1,074
| -11% | -$87.2K | 0.68% | 49 |
|
|
2023
Q1 | $825K | Buy |
9,958
+889
| +10% | +$73.6K | 0.84% | 34 |
|
|
2022
Q4 | $793K | Buy |
9,069
+1,159
| +15% | +$101K | 0.9% | 31 |
|
|
2022
Q3 | $570K | Buy |
7,910
+254
| +3% | +$18.3K | 0.65% | 54 |
|
|
2022
Q2 | $547K | Buy |
7,656
+1,475
| +24% | +$105K | 0.6% | 60 |
|
|
2022
Q1 | $473K | Buy |
+6,181
| New | +$473K | 0.44% | 74 |
|