Belmont Capital’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 | $36.5K | Hold |
430
| – | – | 0.01% | 148 |
|
|
2025
Q1 | $40.2K | Hold |
430
| – | – | 0.01% | 148 |
|
|
2024
Q4 | $36.8K | Sell |
430
-1,955
| -82% | -$167K | 0.01% | 105 |
|
|
2024
Q3 | $209K | Buy |
2,385
+1,955
| +455% | +$172K | 0.03% | 115 |
|
|
2024
Q2 | $39.2K | Sell |
430
-4,627
| -91% | -$422K | 0.01% | 163 |
|
|
2024
Q1 | $477K | Buy |
5,057
+198
| +4% | +$18.7K | 0.13% | 60 |
|
|
2023
Q4 | $407K | Buy |
4,859
+133
| +3% | +$11.2K | 0.17% | 52 |
|
|
2023
Q3 | $427K | Buy |
4,726
+20
| +0.4% | +$1.81K | 0.23% | 43 |
|
|
2023
Q2 | $382K | Buy |
4,706
+4,666
| +11,665% | +$379K | 0.21% | 38 |
|
|
2023
Q1 | $3.31K | Hold |
40
| – | – | ﹤0.01% | 121 |
|
|
2022
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 123 |
|
|
2022
Q3 | $3K | Sell |
40
-156
| -80% | -$11.7K | ﹤0.01% | 115 |
|
|
2022
Q2 | $14K | Buy |
196
+156
| +390% | +$11.1K | 0.02% | 46 |
|
|
2022
Q1 | $3K | Sell |
40
-808
| -95% | -$60.6K | ﹤0.01% | 65 |
|
|
2021
Q4 | $47K | Hold |
848
| – | – | 0.04% | 32 |
|
|
2021
Q3 | $44K | Buy |
848
+200
| +31% | +$10.4K | 0.04% | 34 |
|
|
2021
Q2 | $35K | Buy |
648
+608
| +1,520% | +$32.8K | 0.04% | 35 |
|
|
2021
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 57 |
|
|
2020
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 66 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 56 |
|
|
2020
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 57 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 58 |
|
|
2019
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 51 |
|