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Turn8 Private Wealth’s Energy Select Sector SPDR Fund XLE Stock Holding History

Turn8 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 		$5.24M Buy
61,800
+665
+1% +$56.4K 3.78% 6
2025
Q1 		$5.72M Sell
61,135
-14,820
-20% -$1.39M 4.47% 2
2024
Q4 		$6.51M Buy
+75,955
New +$6.51M 4.64% 3