GA
GoalVest Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Sell |
212
-246
| -54% | -$20.9K | ﹤0.01% | 279 |
|
|
2025
Q1 | $42.8K | Sell |
458
-462
| -50% | -$43.2K | 0.01% | 194 |
|
|
2024
Q4 | $78.8K | Buy |
920
+25
| +3% | +$2.14K | 0.02% | 160 |
|
|
2024
Q3 | $78.6K | Sell |
895
-1
| -0.1% | -$88 | 0.02% | 156 |
|
|
2024
Q2 | $81.7K | Sell |
896
-1,919
| -68% | -$175K | 0.03% | 146 |
|
|
2024
Q1 | $266K | Sell |
2,815
-232
| -8% | -$21.9K | 0.09% | 92 |
|
|
2023
Q4 | $255K | Sell |
3,047
-761
| -20% | -$63.8K | 0.11% | 59 |
|
|
2023
Q3 | $344K | Sell |
3,808
-5,117
| -57% | -$463K | 0.17% | 62 |
|
|
2023
Q2 | $724K | Sell |
8,925
-423
| -5% | -$34.3K | 0.37% | 58 |
|
|
2023
Q1 | $774K | Sell |
9,348
-86
| -0.9% | -$7.12K | 0.45% | 54 |
|
|
2022
Q4 | $825K | Hold |
9,434
| – | – | 0.53% | 50 |
|
|
2022
Q3 | $679K | Sell |
9,434
-24,818
| -72% | -$1.79M | 0.48% | 58 |
|
|
2022
Q2 | $2.39M | Sell |
34,252
-384
| -1% | -$26.8K | 1.51% | 14 |
|
|
2022
Q1 | $2.65M | Buy |
+34,636
| New | +$2.65M | 1.49% | 18 |
|
|
2021
Q2 | $1.94M | Buy |
36,058
+2,015
| +6% | +$109K | 1.21% | 23 |
|
|
2021
Q1 | $1.67M | Sell |
34,043
-839
| -2% | -$41.2K | 1.25% | 22 |
|
|
2020
Q4 | $1.32M | Buy |
+34,882
| New | +$1.32M | 1.11% | 25 |
|