Denver 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
Q2 | $616K | Buy |
7,262
+471
| +7% | +$39.9K | 0.25% | 44 |
|
|
2025
Q1 | $635K | Sell |
6,791
-165
| -2% | -$15.4K | 0.29% | 42 |
|
|
2024
Q4 | $596K | Sell |
6,956
-258
| -4% | -$22.1K | 0.27% | 41 |
|
|
2024
Q3 | $633K | Buy |
7,214
+212
| +3% | +$18.6K | 0.29% | 41 |
|
|
2024
Q2 | $638K | Sell |
7,002
-47
| -0.7% | -$4.28K | 0.32% | 43 |
|
|
2024
Q1 | $666K | Sell |
7,049
-3,199
| -31% | -$302K | 0.34% | 41 |
|
|
2023
Q4 | $859K | Sell |
10,248
-1,419
| -12% | -$119K | 0.49% | 32 |
|
|
2023
Q3 | $1.05M | Sell |
11,667
-323
| -3% | -$29.2K | 0.68% | 30 |
|
|
2023
Q2 | $973K | Sell |
11,990
-81
| -0.7% | -$6.58K | 0.68% | 30 |
|
|
2023
Q1 | $1,000K | Sell |
12,071
-3,464
| -22% | -$287K | 0.69% | 33 |
|
|
2022
Q4 | $1.36M | Buy |
15,535
+2,063
| +15% | +$180K | 1.01% | 24 |
|
|
2022
Q3 | $970K | Buy |
13,472
+3,569
| +36% | +$257K | 0.92% | 22 |
|
|
2022
Q2 | $708K | Buy |
+9,903
| New | +$708K | 0.74% | 26 |
|