Brown Miller 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
Q1 | – | Sell |
-9,283
| Closed | -$795K | – | 184 |
|
|
2024
Q4 | $795K | Buy |
9,283
+1,385
| +18% | +$119K | 0.31% | 62 |
|
|
2024
Q3 | $693K | Buy |
7,898
+66
| +0.8% | +$5.8K | 0.27% | 66 |
|
|
2024
Q2 | $714K | Buy |
7,832
+452
| +6% | +$41.2K | 0.3% | 67 |
|
|
2024
Q1 | $697K | Buy |
7,380
+499
| +7% | +$47.1K | 0.31% | 65 |
|
|
2023
Q4 | $577K | Buy |
6,881
+370
| +6% | +$31K | 0.29% | 70 |
|
|
2023
Q3 | $589K | Buy |
6,511
+840
| +15% | +$75.9K | 0.33% | 62 |
|
|
2023
Q2 | $460K | Sell |
5,671
-5,186
| -48% | -$421K | 0.25% | 73 |
|
|
2023
Q1 | $899K | Buy |
10,857
+160
| +1% | +$13.3K | 0.53% | 51 |
|
|
2022
Q4 | $936K | Buy |
10,697
+1,289
| +14% | +$113K | 0.59% | 51 |
|
|
2022
Q3 | $677K | Buy |
9,408
+3,840
| +69% | +$276K | 0.48% | 53 |
|
|
2022
Q2 | $398K | Hold |
5,568
| – | – | 0.27% | 71 |
|
|
2022
Q1 | $426K | Buy |
+5,568
| New | +$426K | 0.25% | 71 |
|