Dynasty 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 | – | Sell |
-9,919
| Closed | -$927K | – | 257 |
|
|
2025
Q1 | $927K | Sell |
9,919
-656,969
| -99% | -$61.4M | 0.02% | 147 |
|
|
2024
Q4 | $57.1M | Buy |
+666,888
| New | +$57.1M | 0.99% | 28 |
|
|
2024
Q3 | – | Sell |
-580,682
| Closed | -$52.9M | – | 268 |
|
|
2024
Q2 | $52.9M | Buy |
+580,682
| New | +$52.9M | 1.56% | 17 |
|
|
2018
Q4 | – | Sell |
-5,918
| Closed | -$448K | – | 109 |
|
|
2018
Q3 | $448K | Sell |
5,918
-1
| -0% | -$76 | 0.58% | 46 |
|
|
2018
Q2 | $449K | Buy |
+5,919
| New | +$449K | 0.93% | 25 |
|