Summit Financial Strategies’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 | $262K | Buy |
3,084
+202
| +7% | +$17.1K | 0.02% | 126 |
|
|
2025
Q1 | $269K | Hold |
2,882
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $247K | Hold |
2,882
| – | – | 0.03% | 124 |
|
|
2024
Q3 | $253K | Buy |
2,882
+551
| +24% | +$48.4K | 0.03% | 123 |
|
|
2024
Q2 | $212K | Buy |
2,331
+131
| +6% | +$11.9K | 0.03% | 134 |
|
|
2024
Q1 | $208K | Buy |
+2,200
| New | +$208K | 0.03% | 138 |
|
|
2022
Q3 | – | Sell |
-2,943
| Closed | -$210K | – | 126 |
|
|
2022
Q2 | $210K | Buy |
+2,943
| New | +$210K | 0.05% | 112 |
|