Alta Wealth Advisors’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
Q1 | – | Sell |
-7,615
| Closed | -$652K | – | 149 |
|
|
2024
Q4 | $652K | Sell |
7,615
-248
| -3% | -$21.2K | 0.29% | 67 |
|
|
2024
Q3 | $690K | Buy |
+7,863
| New | +$690K | 0.32% | 66 |
|
|
2023
Q1 | – | Sell |
-10,716
| Closed | -$937K | – | 152 |
|
|
2022
Q4 | $937K | Buy |
10,716
+2,954
| +38% | +$258K | 0.63% | 43 |
|
|
2022
Q3 | $559K | Buy |
+7,762
| New | +$559K | 0.4% | 77 |
|
|
2022
Q2 | – | Sell |
-8,805
| Closed | -$673K | – | 151 |
|
|
2022
Q1 | $673K | Buy |
+8,805
| New | +$673K | 0.4% | 73 |
|