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Talon Private Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Talon Private Wealth’s Portfolio XLE Stock Details XLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$230K Sell
2,711
-2,372
-47% -$201K 0.03% 160
2025
Q1 		$475K Sell
5,083
-7,952
-61% -$743K 0.06% 119
2024
Q4 		$1.12M Buy
13,035
+9,448
+263% +$809K 0.23% 50
2024
Q3 		$315K Buy
+3,587
New +$315K 0.07% 72