Tradewinds LLC’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 | $1.59M | Buy |
18,732
+4,505
| +32% | +$382K | 1.21% | 29 |
|
|
2025
Q1 | $1.33M | Sell |
14,227
-909
| -6% | -$84.9K | 0.38% | 56 |
|
|
2024
Q4 | $1.39M | Sell |
15,136
-18,378
| -55% | -$1.68M | 0.39% | 50 |
|
|
2024
Q3 | $2.94M | Buy |
33,514
+830
| +3% | +$72.9K | 0.91% | 30 |
|
|
2024
Q2 | $2.98M | Buy |
+32,684
| New | +$2.98M | 0.92% | 30 |
|