Doliver Advisors’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 | $294K | Sell |
3,470
-10
| -0.3% | -$848 | 0.08% | 144 |
|
|
2025
Q1 | $325K | Sell |
3,480
-192
| -5% | -$17.9K | 0.09% | 130 |
|
|
2024
Q4 | $315K | Sell |
3,672
-325
| -8% | -$27.8K | 0.09% | 129 |
|
|
2024
Q3 | $351K | Buy |
3,997
+1
| +0% | +$88 | 0.1% | 115 |
|
|
2024
Q2 | $364K | Sell |
3,996
-100
| -2% | -$9.12K | 0.1% | 110 |
|
|
2024
Q1 | $387K | Sell |
4,096
-100
| -2% | -$9.44K | 0.11% | 111 |
|
|
2023
Q4 | $352K | Hold |
4,196
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $379K | Sell |
4,196
-150
| -3% | -$13.6K | 0.11% | 108 |
|
|
2023
Q2 | $353K | Sell |
4,346
-155
| -3% | -$12.6K | 0.11% | 123 |
|
|
2023
Q1 | $373K | Buy |
+4,501
| New | +$373K | 0.12% | 109 |
|