AF
Advisornet Financial’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730K | Buy |
8,605
+226
| +3% | +$19.2K | 0.05% | 295 |
|
|
2025
Q1 | $783K | Buy |
8,379
+990
| +13% | +$92.5K | 0.06% | 263 |
|
|
2024
Q4 | $633K | Sell |
7,389
-584
| -7% | -$50K | 0.05% | 266 |
|
|
2024
Q3 | $700K | Buy |
7,973
+1,601
| +25% | +$141K | 0.05% | 270 |
|
|
2024
Q2 | $581K | Buy |
6,372
+523
| +9% | +$47.7K | 0.05% | 275 |
|
|
2024
Q1 | $552K | Sell |
5,849
-237
| -4% | -$22.4K | 0.05% | 287 |
|
|
2023
Q4 | $510K | Sell |
6,086
-27,821
| -82% | -$2.33M | 0.05% | 315 |
|
|
2023
Q3 | $3.06M | Buy |
33,907
+28,336
| +509% | +$2.56M | 0.28% | 88 |
|
|
2023
Q2 | $452K | Sell |
5,571
-925
| -14% | -$75.1K | 0.04% | 323 |
|
|
2023
Q1 | $538K | Sell |
6,496
-26,409
| -80% | -$2.19M | 0.05% | 288 |
|
|
2022
Q4 | $2.88M | Buy |
32,905
+25,331
| +334% | +$2.22M | 0.28% | 83 |
|
|
2022
Q3 | $545K | Sell |
7,574
-5,899
| -44% | -$424K | 0.05% | 300 |
|
|
2022
Q2 | $963K | Sell |
13,473
-10,856
| -45% | -$776K | 0.09% | 214 |
|
|
2022
Q1 | $1.86M | Sell |
24,329
-11,733
| -33% | -$897K | 0.12% | 168 |
|
|
2021
Q4 | $2M | Buy |
36,062
+41
| +0.1% | +$2.28K | 0.12% | 158 |
|
|
2021
Q3 | $1.88M | Buy |
36,021
+2,015
| +6% | +$105K | 0.13% | 150 |
|
|
2021
Q2 | $1.83M | Buy |
34,006
+22,277
| +190% | +$1.2M | 0.12% | 161 |
|
|
2021
Q1 | $575K | Buy |
11,729
+5,189
| +79% | +$254K | 0.04% | 341 |
|
|
2020
Q4 | $248K | Buy |
6,540
+1,121
| +21% | +$42.5K | 0.02% | 448 |
|
|
2020
Q3 | $162K | Sell |
5,419
-3,042
| -36% | -$90.9K | 0.01% | 535 |
|
|
2020
Q2 | $320K | Buy |
8,461
+2,588
| +44% | +$97.9K | 0.03% | 417 |
|
|
2020
Q1 | $171K | Sell |
5,873
-1,085
| -16% | -$31.6K | 0.02% | 491 |
|
|
2019
Q4 | $418K | Sell |
6,958
-2,146
| -24% | -$129K | 0.04% | 364 |
|
|
2019
Q3 | $539K | Buy |
9,104
+5,338
| +142% | +$316K | 0.05% | 313 |
|
|
2019
Q2 | $240K | Buy |
3,766
+2,335
| +163% | +$149K | 0.03% | 418 |
|
|
2019
Q1 | $95K | Buy |
1,431
+29
| +2% | +$1.93K | 0.01% | 568 |
|
|
2018
Q4 | $80K | Sell |
1,402
-340
| -20% | -$19.4K | 0.01% | 574 |
|
|
2018
Q3 | $132K | Sell |
1,742
-4,666
| -73% | -$354K | 0.02% | 499 |
|
|
2018
Q2 | $487K | Sell |
6,408
-2,113
| -25% | -$161K | 0.07% | 238 |
|
|
2018
Q1 | $574K | Buy |
8,521
+5,202
| +157% | +$350K | 0.08% | 205 |
|
|
2017
Q4 | $240K | Buy |
+3,319
| New | +$240K | 0.04% | 318 |
|