Angeles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $792K | Sell |
9,334
-3,371
| -27% | -$286K | 0.05% | 130 |
|
|
2025
Q1 | $1.19M | Sell |
12,705
-300
| -2% | -$28K | 0.1% | 76 |
|
|
2024
Q4 | $1.11M | Buy |
13,005
+1,600
| +14% | +$137K | 0.09% | 82 |
|
|
2024
Q3 | $1M | Buy |
11,405
+1,100
| +11% | +$96.6K | 0.09% | 83 |
|
|
2024
Q2 | $939K | Buy |
10,305
+500
| +5% | +$45.6K | 0.09% | 77 |
|
|
2024
Q1 | $926K | Sell |
9,805
-152
| -2% | -$14.4K | 0.09% | 74 |
|
|
2023
Q4 | $835K | Buy |
9,957
+1,330
| +15% | +$112K | 0.1% | 76 |
|
|
2023
Q3 | $780K | Buy |
8,627
+393
| +5% | +$35.5K | 0.11% | 71 |
|
|
2023
Q2 | $668K | Buy |
8,234
+800
| +11% | +$64.9K | 0.09% | 93 |
|
|
2023
Q1 | $616K | Buy |
7,434
+4,500
| +153% | +$373K | 0.09% | 104 |
|
|
2022
Q4 | $257K | Buy |
2,934
+1,645
| +128% | +$144K | 0.04% | 143 |
|
|
2022
Q3 | $93K | Buy |
1,289
+154
| +14% | +$11.1K | 0.02% | 183 |
|
|
2022
Q2 | $81K | Sell |
1,135
-207
| -15% | -$14.8K | 0.02% | 178 |
|
|
2022
Q1 | $103K | Buy |
+1,342
| New | +$103K | 0.02% | 176 |
|