Ullmann Wealth Partners Group’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 |
-2,144
| Closed | -$200K | – | 148 |
|
|
2025
Q1 | $200K | Buy |
+2,144
| New | +$200K | 0.03% | 134 |
|
|
2024
Q2 | – | Sell |
-2,144
| Closed | -$202K | – | 117 |
|
|
2024
Q1 | $202K | Buy |
+2,144
| New | +$202K | 0.03% | 111 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$25K | – | 143 |
|
|
2017
Q2 | $25K | Hold |
400
| – | – | 0.02% | 111 |
|
|
2017
Q1 | $27K | Buy |
+400
| New | +$27K | 0.02% | 100 |
|