BFG
Bouchey Financial Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,255
| Closed | -$441K | – | 154 |
|
|
2023
Q4 | $441K | Hold |
5,255
| – | – | 0.05% | 84 |
|
|
2023
Q3 | $475K | Hold |
5,255
| – | – | 0.06% | 68 |
|
|
2023
Q2 | $427K | Sell |
5,255
-554
| -10% | -$45K | 0.05% | 70 |
|
|
2023
Q1 | $481K | Buy |
5,809
+604
| +12% | +$50K | 0.06% | 58 |
|
|
2022
Q4 | $455K | Sell |
5,205
-70
| -1% | -$6.12K | 0.07% | 54 |
|
|
2022
Q3 | $380K | Hold |
5,275
| – | – | 0.06% | 62 |
|
|
2022
Q2 | $377K | Buy |
5,275
+450
| +9% | +$32.2K | 0.06% | 63 |
|
|
2022
Q1 | $369K | Hold |
4,825
| – | – | 0.05% | 68 |
|
|
2021
Q4 | $268K | Hold |
4,825
| – | – | 0.04% | 84 |
|
|
2021
Q3 | $251K | Hold |
4,825
| – | – | 0.03% | 81 |
|
|
2021
Q2 | $260K | Hold |
4,825
| – | – | 0.04% | 69 |
|
|
2021
Q1 | $237K | Buy |
+4,825
| New | +$237K | 0.04% | 74 |
|
|
2020
Q1 | – | Sell |
-5,450
| Closed | -$327K | – | 81 |
|
|
2019
Q4 | $327K | Hold |
5,450
| – | – | 0.07% | 59 |
|
|
2019
Q3 | $323K | Hold |
5,450
| – | – | 0.08% | 57 |
|
|
2019
Q2 | $347K | Hold |
5,450
| – | – | 0.08% | 50 |
|
|
2019
Q1 | $360K | Buy |
+5,450
| New | +$360K | 0.09% | 52 |
|