Bridge Advisory’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
Q3 | $306K | Buy |
3,486
+22
| +0.6% | +$1.93K | 0.15% | 82 |
|
|
2024
Q2 | $316K | Sell |
3,464
-46
| -1% | -$4.19K | 0.16% | 78 |
|
|
2024
Q1 | $331K | Sell |
3,510
-381
| -10% | -$36K | 0.16% | 83 |
|
|
2023
Q4 | $326K | Sell |
3,891
-3,009
| -44% | -$252K | 0.16% | 86 |
|
|
2023
Q3 | $624K | Sell |
6,900
-1,630
| -19% | -$147K | 0.22% | 82 |
|
|
2023
Q2 | $692K | Sell |
8,530
-363
| -4% | -$29.5K | 0.25% | 72 |
|
|
2023
Q1 | $737K | Sell |
8,893
-892
| -9% | -$73.9K | 0.28% | 65 |
|
|
2022
Q4 | $856K | Buy |
+9,785
| New | +$856K | 0.36% | 62 |
|