Alpha Financial Partners’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
Q4 | – | Sell |
-2,819
| Closed | -$247K | – | 166 |
|
|
2024
Q3 | $247K | Buy |
+2,819
| New | +$247K | 0.18% | 89 |
|
|
2023
Q4 | – | Sell |
-2,352
| Closed | -$213K | – | 95 |
|
|
2023
Q3 | $213K | Buy |
+2,352
| New | +$213K | 0.25% | 79 |
|
|
2023
Q2 | – | Sell |
-2,781
| Closed | -$230K | – | 102 |
|
|
2023
Q1 | $230K | Sell |
2,781
-14,314
| -84% | -$1.19M | 0.26% | 84 |
|
|
2022
Q4 | $1.5M | Buy |
+17,095
| New | +$1.5M | 1.81% | 11 |
|