9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $553K | Hold |
6,295
| – | – | 0.08% | 186 |
|
|
2024
Q2 | $574K | Buy |
6,295
+14
| +0.2% | +$1.28K | 0.09% | 174 |
|
|
2024
Q1 | $593K | Hold |
6,281
| – | – | 0.09% | 175 |
|
|
2023
Q4 | $527K | Sell |
6,281
-272
| -4% | -$22.8K | 0.09% | 178 |
|
|
2023
Q3 | $592K | Sell |
6,553
-19
| -0.3% | -$1.72K | 0.12% | 157 |
|
|
2023
Q2 | $533K | Sell |
6,572
-305
| -4% | -$24.8K | 0.1% | 174 |
|
|
2023
Q1 | $570K | Sell |
6,877
-279
| -4% | -$23.1K | 0.12% | 165 |
|
|
2022
Q4 | $626K | Sell |
7,156
-297
| -4% | -$26K | 0.14% | 146 |
|
|
2022
Q3 | $537K | Sell |
7,453
-2,618
| -26% | -$189K | 0.14% | 163 |
|
|
2022
Q2 | $720K | Sell |
10,071
-134
| -1% | -$9.58K | 0.18% | 135 |
|
|
2022
Q1 | $780K | Sell |
10,205
-844
| -8% | -$64.5K | 0.18% | 139 |
|
|
2021
Q4 | $613K | Buy |
11,049
+3,189
| +41% | +$177K | 0.14% | 160 |
|
|
2021
Q3 | $409K | Sell |
7,860
-2,221
| -22% | -$116K | 0.11% | 201 |
|
|
2021
Q2 | $543K | Buy |
10,081
+1,582
| +19% | +$85.2K | 0.15% | 154 |
|
|
2021
Q1 | $417K | Buy |
8,499
+1,034
| +14% | +$50.7K | 0.13% | 178 |
|
|
2020
Q4 | $283K | Buy |
+7,465
| New | +$283K | 0.09% | 238 |
|