Elevatus Welath 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 |
-2,311
| Closed | -$216K | – | 135 |
|
|
2025
Q1 | $216K | Sell |
2,311
-122
| -5% | -$11.4K | 0.12% | 95 |
|
|
2024
Q4 | $208K | Buy |
2,433
+1
| +0% | +$86 | 0.07% | 101 |
|
|
2024
Q3 | $214K | Buy |
+2,432
| New | +$214K | 0.07% | 99 |
|
|
2024
Q2 | – | Sell |
-2,182
| Closed | -$206K | – | 125 |
|
|
2024
Q1 | $206K | Buy |
+2,182
| New | +$206K | 0.08% | 94 |
|
|
2023
Q4 | – | Sell |
-2,441
| Closed | -$221K | – | 108 |
|
|
2023
Q3 | $221K | Buy |
+2,441
| New | +$221K | 0.2% | 59 |
|