Golden State Equity 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 | $1.19M | Buy |
14,077
+285
| +2% | +$24.2K | 0.22% | 108 |
|
|
2025
Q1 | $1.29M | Sell |
13,792
-91
| -0.7% | -$8.5K | 0.26% | 99 |
|
|
2024
Q4 | $1.19M | Buy |
13,883
+13,134
| +1,754% | +$1.13M | 0.23% | 112 |
|
|
2024
Q3 | $65.8K | Sell |
749
-13,513
| -95% | -$1.19M | 0.03% | 346 |
|
|
2024
Q2 | $1.3M | Buy |
+14,262
| New | +$1.3M | 0.27% | 88 |
|
|
2023
Q4 | $1.18M | Sell |
14,026
-788
| -5% | -$66.1K | 0.29% | 90 |
|
|
2023
Q3 | $1.34M | Buy |
14,814
+1,032
| +7% | +$93.3K | 0.37% | 69 |
|
|
2023
Q2 | $1.12M | Buy |
+13,782
| New | +$1.12M | 0.31% | 78 |
|
|
2021
Q2 | – | Sell |
-14,651
| Closed | -$719K | – | 278 |
|
|
2021
Q1 | $719K | Buy |
+14,651
| New | +$719K | 0.41% | 71 |
|