Wormser Freres Gestion’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 | $186K | Buy |
2,195
+195
| +10% | +$16.5K | 0.11% | 33 |
|
|
2025
Q1 | $186K | Buy |
2,000
+1,000
| +100% | +$92.8K | 0.11% | 33 |
|
|
2024
Q4 | $85.5K | Hold |
1,000
| – | – | 0.05% | 37 |
|
|
2024
Q3 | $87.9K | Hold |
1,000
| – | – | 0.05% | 35 |
|
|
2024
Q2 | $94.2K | Hold |
1,000
| – | – | 0.06% | 35 |
|
|
2024
Q1 | $99.3K | Hold |
1,000
| – | – | 0.07% | 33 |
|
|
2023
Q4 | $83.7K | Buy |
+1,000
| New | +$83.7K | 0.07% | 32 |
|