Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,482
| Closed | -$206K | – | 178 |
|
|
2023
Q1 | $206K | Sell |
2,482
-72
| -3% | -$5.97K | 0.03% | 161 |
|
|
2022
Q4 | $223K | Buy |
+2,554
| New | +$223K | 0.03% | 173 |
|
|
2022
Q3 | – | Sell |
-2,429
| Closed | -$174K | – | 712 |
|
|
2022
Q2 | $174K | Buy |
2,429
+1,803
| +288% | +$129K | 0.03% | 128 |
|
|
2022
Q1 | $47K | Buy |
626
+596
| +1,987% | +$44.7K | 0.01% | 223 |
|
|
2021
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 469 |
|
|
2021
Q1 | – | Sell |
-26
| Closed | -$1K | – | 504 |
|
|
2020
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 377 |
|