Caitlin John’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 |
-442
| Closed | -$37.9K | – | 805 |
|
|
2024
Q4 | $37.9K | Sell |
442
-2,730
| -86% | -$234K | 0.03% | 257 |
|
|
2024
Q3 | $300K | Buy |
3,172
+2,750
| +652% | +$260K | 0.19% | 113 |
|
|
2024
Q2 | $38.4K | Buy |
422
+243
| +136% | +$22.1K | 0.03% | 273 |
|
|
2024
Q1 | $16.9K | Hold |
179
| – | – | 0.01% | 372 |
|
|
2023
Q4 | $15K | Buy |
+179
| New | +$15K | 0.01% | 374 |
|