Financial Management Professionals’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 | $5.01K | Sell |
59
-219
| -79% | -$18.6K | ﹤0.01% | 627 |
|
2025
Q1 | $26K | Sell |
278
-60
| -18% | -$5.6K | ﹤0.01% | 368 |
|
2024
Q4 | $29K | Buy |
338
+2
| +0.6% | +$171 | ﹤0.01% | 347 |
|
2024
Q3 | $29K | Sell |
336
-543
| -62% | -$46.9K | ﹤0.01% | 355 |
|
2024
Q2 | $80K | Buy |
879
+195
| +29% | +$17.7K | 0.01% | 214 |
|
2024
Q1 | $65K | Buy |
684
+289
| +73% | +$27.5K | 0.01% | 248 |
|
2023
Q4 | $33K | Buy |
395
+266
| +206% | +$22.2K | 0.01% | 320 |
|
2023
Q3 | $12K | Buy |
129
+70
| +119% | +$6.51K | ﹤0.01% | 464 |
|
2023
Q2 | $5K | Sell |
59
-8
| -12% | -$678 | ﹤0.01% | 663 |
|
2023
Q1 | $6K | Buy |
67
+1
| +2% | +$90 | ﹤0.01% | 667 |
|
2022
Q4 | $6K | Buy |
66
+1
| +2% | +$91 | ﹤0.01% | 612 |
|
2022
Q3 | $5K | Sell |
65
-100
| -61% | -$7.69K | ﹤0.01% | 614 |
|
2022
Q2 | $12K | Buy |
165
+2
| +1% | +$145 | ﹤0.01% | 471 |
|
2022
Q1 | $12K | Buy |
163
+1
| +0.6% | +$74 | ﹤0.01% | 495 |
|
2021
Q4 | $9K | Buy |
162
+10
| +7% | +$556 | ﹤0.01% | 515 |
|
2021
Q3 | $8K | Buy |
152
+52
| +52% | +$2.74K | ﹤0.01% | 527 |
|
2021
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 536 |
|
2021
Q1 | – | Sell |
-6,562
| Closed | -$249K | – | 726 |
|
2020
Q4 | $249K | Buy |
+6,562
| New | +$249K | 0.07% | 61 |
|
2020
Q1 | – | Sell |
-55
| Closed | -$3K | – | 376 |
|
2019
Q4 | $3K | Buy |
+55
| New | +$3K | ﹤0.01% | 264 |
|
2016
Q3 | – | Sell |
-13
| Closed | – | – | 429 |
|
2016
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 455 |
|