SYM Financial Corp’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 | $656K | Buy |
7,740
+7
| +0.1% | +$594 | 0.07% | 95 |
|
|
2025
Q1 | $723K | Sell |
7,733
-33
| -0.4% | -$3.08K | 0.09% | 65 |
|
|
2024
Q4 | $665K | Buy |
7,766
+90
| +1% | +$7.71K | 0.09% | 72 |
|
|
2024
Q3 | $674K | Buy |
7,676
+6
| +0.1% | +$527 | 0.09% | 55 |
|
|
2024
Q2 | $699K | Buy |
7,670
+316
| +4% | +$28.8K | 0.11% | 44 |
|
|
2024
Q1 | $694K | Sell |
7,354
-1,622
| -18% | -$153K | 0.11% | 39 |
|
|
2023
Q4 | $753K | Buy |
8,976
+406
| +5% | +$34K | 0.12% | 39 |
|
|
2023
Q3 | $775K | Buy |
8,570
+2,627
| +44% | +$237K | 0.14% | 34 |
|
|
2023
Q2 | $482K | Buy |
5,943
+15
| +0.3% | +$1.22K | 0.1% | 35 |
|
|
2023
Q1 | $491K | Buy |
5,928
+17
| +0.3% | +$1.41K | 0.11% | 31 |
|
|
2022
Q4 | $517K | Buy |
5,911
+15
| +0.3% | +$1.31K | 0.12% | 31 |
|
|
2022
Q3 | $425K | Buy |
5,896
+19
| +0.3% | +$1.37K | 0.21% | 35 |
|
|
2022
Q2 | $420K | Sell |
5,877
-488
| -8% | -$34.9K | 0.2% | 32 |
|
|
2022
Q1 | $487K | Buy |
6,365
+14
| +0.2% | +$1.07K | 0.21% | 23 |
|
|
2021
Q4 | $352K | Buy |
6,351
+20
| +0.3% | +$1.11K | 0.14% | 30 |
|
|
2021
Q3 | $330K | Sell |
6,331
-1,256
| -17% | -$65.5K | 0.19% | 27 |
|
|
2021
Q2 | $409K | Buy |
7,587
+531
| +8% | +$28.6K | 0.23% | 20 |
|
|
2021
Q1 | $346K | Buy |
7,056
+208
| +3% | +$10.2K | 0.2% | 24 |
|
|
2020
Q4 | $260K | Sell |
6,848
-10
| -0.1% | -$380 | 0.19% | 28 |
|
|
2020
Q3 | $205K | Buy |
6,858
+95
| +1% | +$2.84K | 0.15% | 32 |
|
|
2020
Q2 | $256K | Buy |
6,763
+2,917
| +76% | +$110K | 0.21% | 25 |
|
|
2020
Q1 | $112K | Hold |
3,846
| – | – | 0.11% | 40 |
|
|
2019
Q4 | $231K | Hold |
3,846
| – | – | 0.15% | 39 |
|
|
2019
Q3 | $228K | Hold |
3,846
| – | – | 0.15% | 28 |
|
|
2019
Q2 | $245K | Hold |
3,846
| – | – | 0.16% | 30 |
|
|
2019
Q1 | $254K | Hold |
3,846
| – | – | 0.16% | 29 |
|
|
2018
Q4 | $221K | Hold |
3,846
| – | – | 0.09% | 39 |
|
|
2018
Q3 | $291K | Hold |
3,846
| – | – | 0.16% | 30 |
|
|
2018
Q2 | $292K | Hold |
3,846
| – | – | 0.17% | 15 |
|
|
2018
Q1 | $259K | Sell |
3,846
-60
| -2% | -$4.04K | 0.16% | 21 |
|
|
2017
Q4 | $282K | Buy |
+3,906
| New | +$282K | 0.13% | 31 |
|