Roxbury 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
$453K Sell
5,346
-2,112
-28% -$179K 0.44% 52
2025
Q1
$679K Sell
7,458
-539
-7% -$49K 0.66% 44
2024
Q4
$764K Buy
+7,997
New +$764K 0.74% 42