Sharp Financial Services’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
Q1
Sell
-2,900
Closed -$248K 104
2024
Q4
$248K Hold
2,900
0.19% 83
2024
Q3
$255K Hold
2,900
0.2% 83
2024
Q2
$264K Buy
2,900
+400
+16% +$36.5K 0.23% 80
2024
Q1
$236K Buy
+2,500
New +$236K 0.22% 81