Barden Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,482
| Closed | -$405K | – | 74 |
|
2023
Q4 | $405K | Hold |
4,482
| – | – | 0.33% | 62 |
|
2023
Q3 | $405K | Buy |
+4,482
| New | +$405K | 0.39% | 60 |
|
2023
Q2 | – | Sell |
-21,622
| Closed | -$1.79M | – | 72 |
|
2023
Q1 | $1.79M | Buy |
21,622
+129
| +0.6% | +$10.7K | 1.71% | 19 |
|
2022
Q4 | $1.88M | Buy |
21,493
+872
| +4% | +$76.3K | 1.93% | 18 |
|
2022
Q3 | $1.49M | Buy |
+20,621
| New | +$1.49M | 1.73% | 20 |
|