Redwood Wealth Management 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 | $515K | Sell |
6,068
-150
| -2% | -$12.7K | 0.23% | 99 |
|
|
2025
Q1 | $581K | Sell |
6,218
-225
| -3% | -$21K | 0.3% | 78 |
|
|
2024
Q4 | $552K | Buy |
6,443
+1,618
| +34% | +$139K | 0.27% | 85 |
|
|
2024
Q3 | $424K | Buy |
4,825
+3,787
| +365% | +$332K | 0.21% | 100 |
|
|
2024
Q2 | $94.6K | Buy |
+1,038
| New | +$94.6K | 0.07% | 210 |
|
|
2024
Q1 | – | Sell |
-3,756
| Closed | -$315K | – | 145 |
|
|
2023
Q4 | $315K | Buy |
3,756
+375
| +11% | +$31.4K | 0.35% | 87 |
|
|
2023
Q3 | $306K | Sell |
3,381
-91
| -3% | -$8.23K | 0.36% | 88 |
|
|
2023
Q2 | $282K | Hold |
3,472
| – | – | 0.31% | 91 |
|
|
2023
Q1 | $288K | Sell |
3,472
-26
| -0.7% | -$2.15K | 0.33% | 90 |
|
|
2022
Q4 | $306K | Buy |
+3,498
| New | +$306K | 0.38% | 76 |
|