Strategic Family Wealth Counselors’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 | $230K | Buy |
2,717
+198
| +8% | +$16.8K | 0.07% | 132 |
|
|
2025
Q1 | $235K | Buy |
2,519
+49
| +2% | +$4.58K | 0.08% | 127 |
|
|
2024
Q4 | $212K | Buy |
2,470
+51
| +2% | +$4.37K | 0.07% | 124 |
|
|
2024
Q3 | $212K | Sell |
2,419
-156
| -6% | -$13.7K | 0.07% | 127 |
|
|
2024
Q2 | $235K | Buy |
2,575
+2
| +0.1% | +$182 | 0.09% | 110 |
|
|
2024
Q1 | $243K | Buy |
2,573
+112
| +5% | +$10.6K | 0.1% | 104 |
|
|
2023
Q4 | $206K | Buy |
2,461
+247
| +11% | +$20.7K | 0.09% | 111 |
|
|
2023
Q3 | $200K | Buy |
+2,214
| New | +$200K | 0.1% | 106 |
|
|
2023
Q1 | – | Sell |
-4,740
| Closed | -$415K | – | 113 |
|
|
2022
Q4 | $415K | Buy |
4,740
+28
| +0.6% | +$2.45K | 0.21% | 62 |
|
|
2022
Q3 | $339K | Buy |
4,712
+152
| +3% | +$10.9K | 0.17% | 60 |
|
|
2022
Q2 | $326K | Buy |
4,560
+1,150
| +34% | +$82.2K | 0.16% | 65 |
|
|
2022
Q1 | $261K | Buy |
+3,410
| New | +$261K | 0.11% | 81 |
|