Atticus 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 | $44.4K | Buy |
524
+68
| +15% | +$5.76K | 0.01% | 324 |
|
|
2025
Q1 | $42.6K | Sell |
456
-247
| -35% | -$23.1K | 0.01% | 245 |
|
|
2024
Q4 | $60.2K | Sell |
703
-485
| -41% | -$41.5K | 0.02% | 227 |
|
|
2024
Q3 | $104K | Buy |
1,188
+116
| +11% | +$10.2K | 0.03% | 169 |
|
|
2024
Q2 | $97.7K | Sell |
1,072
-1,512
| -59% | -$138K | 0.03% | 168 |
|
|
2024
Q1 | $244K | Buy |
2,584
+1,392
| +117% | +$131K | 0.08% | 113 |
|
|
2023
Q4 | $99.9K | Sell |
1,192
-2,220
| -65% | -$186K | 0.04% | 168 |
|
|
2023
Q3 | $308K | Buy |
3,412
+1,858
| +120% | +$168K | 0.12% | 102 |
|
|
2023
Q2 | $126K | Sell |
1,554
-488
| -24% | -$39.6K | 0.05% | 160 |
|
|
2023
Q1 | $169K | Sell |
2,042
-9,199
| -82% | -$762K | 0.06% | 142 |
|
|
2022
Q4 | $983K | Buy |
11,241
+3,048
| +37% | +$267K | 0.4% | 48 |
|
|
2022
Q3 | $586K | Hold |
8,193
| – | – | 0.28% | 50 |
|
|
2022
Q2 | $586K | Sell |
8,193
-85
| -1% | -$6.08K | 0.24% | 62 |
|
|
2022
Q1 | $633K | Buy |
8,278
+1,636
| +25% | +$125K | 0.23% | 66 |
|
|
2021
Q4 | $368K | Sell |
6,642
-237
| -3% | -$13.1K | 0.14% | 93 |
|
|
2021
Q3 | $359K | Buy |
6,879
+5,254
| +323% | +$274K | 0.16% | 77 |
|
|
2021
Q2 | $88K | Buy |
1,625
+968
| +147% | +$52.4K | 0.04% | 184 |
|
|
2021
Q1 | $32K | Buy |
657
+250
| +61% | +$12.2K | 0.02% | 244 |
|
|
2020
Q4 | $15K | Sell |
407
-882
| -68% | -$32.5K | 0.01% | 276 |
|
|
2020
Q3 | $39K | Sell |
1,289
-296
| -19% | -$8.96K | 0.02% | 195 |
|
|
2020
Q2 | $60K | Sell |
1,585
-852
| -35% | -$32.3K | 0.04% | 165 |
|
|
2020
Q1 | $71K | Sell |
2,437
-3,817
| -61% | -$111K | 0.06% | 148 |
|
|
2019
Q4 | $375K | Buy |
+6,254
| New | +$375K | 0.24% | 57 |
|