Tempus Wealth Planning’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
Sell
-3,737
Closed -$349K 279
2025
Q1
$349K Sell
3,737
-694
-16% -$64.9K 0.1% 187
2024
Q4
$380K Buy
4,431
+1,717
+63% +$147K 0.12% 168
2024
Q3
$238K Buy
2,714
+126
+5% +$11.1K 0.09% 198
2024
Q2
$236K Buy
+2,588
New +$236K 0.1% 176