Resurgent Financial Advisors’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 | $524K | Buy |
6,181
+1,154
| +23% | +$97.9K | 0.29% | 103 |
|
|
2025
Q1 | $470K | Sell |
5,027
-918
| -15% | -$85.8K | 0.28% | 99 |
|
|
2024
Q4 | $509K | Sell |
5,945
-478
| -7% | -$40.9K | 0.3% | 98 |
|
|
2024
Q3 | $564K | Buy |
6,423
+325
| +5% | +$28.5K | 0.33% | 86 |
|
|
2024
Q2 | $556K | Sell |
6,098
-9,777
| -62% | -$891K | 0.35% | 83 |
|
|
2024
Q1 | $1.5M | Buy |
15,875
+10,240
| +182% | +$967K | 0.8% | 34 |
|
|
2023
Q4 | $472K | Buy |
5,635
+1,554
| +38% | +$130K | 0.29% | 89 |
|
|
2023
Q3 | $369K | Buy |
4,081
+474
| +13% | +$42.8K | 0.25% | 97 |
|
|
2023
Q2 | $293K | Sell |
3,607
-300
| -8% | -$24.4K | 0.19% | 109 |
|
|
2023
Q1 | $324K | Hold |
3,907
| – | – | 0.22% | 100 |
|
|
2022
Q4 | $342K | Sell |
3,907
-762
| -16% | -$66.7K | 0.18% | 130 |
|
|
2022
Q3 | $336K | Buy |
+4,669
| New | +$336K | 0.22% | 119 |
|