Elevation Wealth Partners’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 |
-334
| Closed | -$31.2K | – | 503 |
|
|
2025
Q1 | $31.2K | Sell |
334
-148
| -31% | -$13.8K | 0.01% | 278 |
|
|
2024
Q4 | $41.3K | Sell |
482
-18
| -4% | -$1.54K | 0.02% | 248 |
|
|
2024
Q3 | $43.9K | Buy |
500
+100
| +25% | +$8.78K | 0.02% | 231 |
|
|
2024
Q2 | $36.5K | Hold |
400
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $37.8K | Sell |
400
-215
| -35% | -$20.3K | 0.02% | 240 |
|
|
2023
Q4 | $55.6K | Buy |
+615
| New | +$55.6K | 0.03% | 196 |
|