Retirement Planning Group (Kansas)’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 | $1.21M | Sell |
14,245
-5,543
| -28% | -$470K | 0.05% | 128 |
|
|
2025
Q1 | $1.85M | Sell |
19,788
-2,244
| -10% | -$210K | 0.09% | 89 |
|
|
2024
Q4 | $1.89M | Buy |
22,032
+652
| +3% | +$55.9K | 0.09% | 82 |
|
|
2024
Q3 | $1.88M | Sell |
21,380
-1,942
| -8% | -$171K | 0.1% | 86 |
|
|
2024
Q2 | $2.13M | Buy |
23,322
+2,117
| +10% | +$193K | 0.14% | 71 |
|
|
2024
Q1 | $2M | Buy |
+21,205
| New | +$2M | 0.15% | 67 |
|