Rossby Financial’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
$478K Buy
5,635
+242
+4% +$20.5K 0.18% 117
2025
Q1
$444K Buy
5,393
+27
+0.5% +$2.22K 0.19% 111
2024
Q4
$460K Buy
+5,366
New +$460K 0.28% 90