Beaird Harris 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 | $3.76K | Hold |
44
| – | – | ﹤0.01% | 440 |
|
|
2025
Q1 | $4.11K | Hold |
44
| – | – | ﹤0.01% | 398 |
|
|
2024
Q4 | $3.74K | Sell |
44
-2,335
| -98% | -$198K | ﹤0.01% | 394 |
|
|
2024
Q3 | $209K | Buy |
2,379
+2,135
| +875% | +$187K | 0.02% | 126 |
|
|
2024
Q2 | $22.2K | Hold |
244
| – | – | ﹤0.01% | 293 |
|
|
2024
Q1 | $23K | Buy |
244
+2
| +0.8% | +$189 | ﹤0.01% | 267 |
|
|
2023
Q4 | $20.3K | Buy |
242
+94
| +64% | +$7.89K | ﹤0.01% | 259 |
|
|
2023
Q3 | $13.4K | Sell |
148
-71
| -32% | -$6.43K | ﹤0.01% | 255 |
|
|
2023
Q2 | $17.8K | Buy |
219
+91
| +71% | +$7.4K | ﹤0.01% | 234 |
|
|
2023
Q1 | $10.6K | Hold |
128
| – | – | ﹤0.01% | 266 |
|
|
2022
Q4 | $11.2K | Buy |
128
+1
| +0.8% | +$87 | ﹤0.01% | 311 |
|
|
2022
Q3 | $9K | Sell |
127
-1,000
| -89% | -$70.9K | ﹤0.01% | 298 |
|
|
2022
Q2 | $81K | Sell |
1,127
-15
| -1% | -$1.08K | 0.02% | 110 |
|
|
2022
Q1 | $87K | Buy |
1,142
+1,087
| +1,976% | +$82.8K | 0.03% | 148 |
|
|
2021
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 549 |
|