Saxony Capital 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 | – | Sell |
-3,663
| Closed | -$342K | – | 142 |
|
|
2025
Q1 | $342K | Sell |
3,663
-190
| -5% | -$17.8K | 0.3% | 70 |
|
|
2024
Q4 | $330K | Buy |
3,853
+68
| +2% | +$5.83K | 0.29% | 80 |
|
|
2024
Q3 | $332K | Sell |
3,785
-906
| -19% | -$79.6K | 0.3% | 85 |
|
|
2024
Q2 | $428K | Buy |
4,691
+1,949
| +71% | +$178K | 0.47% | 59 |
|
|
2024
Q1 | $259K | Sell |
2,742
-253
| -8% | -$23.9K | 0.31% | 74 |
|
|
2023
Q4 | $251K | Buy |
+2,995
| New | +$251K | 0.33% | 81 |
|