Silver Oak Securities’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 | $129K | Buy |
+1,518
| New | +$129K | 0.01% | 666 |
|
|
2025
Q1 | – | Sell |
-9,710
| Closed | -$821K | – | 719 |
|
|
2024
Q4 | $821K | Sell |
9,710
-35
| -0.4% | -$2.96K | 0.08% | 270 |
|
|
2024
Q3 | $829K | Buy |
+9,745
| New | +$829K | 0.09% | 241 |
|
|
2024
Q2 | – | Sell |
-2,953
| Closed | -$279K | – | 534 |
|
|
2024
Q1 | $279K | Buy |
+2,953
| New | +$279K | 0.04% | 308 |
|
|
2023
Q1 | – | Sell |
-9,687
| Closed | -$847K | – | 420 |
|
|
2022
Q4 | $847K | Buy |
+9,687
| New | +$847K | 0.16% | 111 |
|