Rockwood 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
$208K Sell
2,449
-408
-14% -$34.6K 0.02% 98
2025
Q1
$267K Hold
2,857
0.03% 78
2024
Q4
$242K Buy
2,857
+489
+21% +$41.3K 0.03% 83
2024
Q3
$208K Buy
+2,368
New +$208K 0.02% 82