Soltis Investment Advisors’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 | $633K | Buy |
7,468
+251
| +3% | +$21.3K | 0.05% | 221 |
|
|
2025
Q1 | $674K | Sell |
7,217
-1,208
| -14% | -$113K | 0.06% | 202 |
|
|
2024
Q4 | $722K | Buy |
8,425
+1,110
| +15% | +$95.1K | 0.07% | 198 |
|
|
2024
Q3 | $642K | Sell |
7,315
-1,309
| -15% | -$115K | 0.06% | 202 |
|
|
2024
Q2 | $786K | Sell |
8,624
-4,418
| -34% | -$403K | 0.08% | 166 |
|
|
2024
Q1 | $1.23M | Sell |
13,042
-2,927
| -18% | -$276K | 0.14% | 142 |
|
|
2023
Q4 | $1.34M | Buy |
+15,969
| New | +$1.34M | 0.15% | 131 |
|