Strategic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-31,501
| Closed | -$2.87M | – | 70 |
|
|
2024
Q2 | $2.87M | Buy |
+31,501
| New | +$2.87M | 1.58% | 17 |
|
|
2023
Q4 | – | Sell |
-28,851
| Closed | -$2.61M | – | 75 |
|
|
2023
Q3 | $2.61M | Sell |
28,851
-100
| -0.3% | -$9.04K | 1.58% | 13 |
|
|
2023
Q2 | $2.35M | Buy |
28,951
+6,145
| +27% | +$499K | 1.34% | 18 |
|
|
2023
Q1 | $1.89M | Buy |
22,806
+2,127
| +10% | +$176K | 1.16% | 19 |
|
|
2022
Q4 | $1.81M | Buy |
+20,679
| New | +$1.81M | 1.1% | 18 |
|