Channel Wealth’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 | – | Sell |
-23,297
| Closed | -$2.12M | – | 177 |
|
|
2024
Q2 | $2.12M | Sell |
23,297
-6,837
| -23% | -$623K | 0.77% | 41 |
|
|
2024
Q1 | $2.84M | Buy |
30,134
+5,826
| +24% | +$550K | 1.14% | 28 |
|
|
2023
Q4 | $2.04M | Buy |
24,308
+6,621
| +37% | +$555K | 0.96% | 39 |
|
|
2023
Q3 | $1.6M | Buy |
17,687
+5,585
| +46% | +$505K | 0.9% | 36 |
|
|
2023
Q2 | $982K | Buy |
12,102
+1,060
| +10% | +$86K | 0.56% | 64 |
|
|
2023
Q1 | $915K | Buy |
+11,042
| New | +$915K | 0.59% | 53 |
|