Golden State Wealth 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 | $579K | Sell |
6,831
-1,472
| -18% | -$125K | 0.07% | 202 |
|
|
2025
Q1 | $776K | Sell |
8,303
-2,063
| -20% | -$193K | 0.12% | 150 |
|
|
2024
Q4 | $888K | Buy |
+10,366
| New | +$888K | 0.13% | 128 |
|
|
2022
Q1 | – | Sell |
-9,115
| Closed | -$506K | – | 373 |
|
|
2021
Q4 | $506K | Sell |
9,115
-145
| -2% | -$8.05K | 0.09% | 206 |
|
|
2021
Q3 | $482K | Buy |
9,260
+174
| +2% | +$9.06K | 0.1% | 169 |
|
|
2021
Q2 | $489K | Buy |
9,086
+3,145
| +53% | +$169K | 0.11% | 164 |
|
|
2021
Q1 | $291K | Buy |
+5,941
| New | +$291K | 0.1% | 154 |
|
|
2020
Q4 | – | Sell |
-1,079
| Closed | -$32K | – | 428 |
|
|
2020
Q3 | $32K | Buy |
+1,079
| New | +$32K | 0.01% | 359 |
|
|
2020
Q2 | – | Sell |
-1,073
| Closed | -$31K | – | 927 |
|
|
2020
Q1 | $31K | Buy |
+1,073
| New | +$31K | 0.01% | 439 |
|
|
2019
Q4 | – | Sell |
-1,863
| Closed | -$110K | – | 967 |
|
|
2019
Q3 | $110K | Sell |
1,863
-595
| -24% | -$35.1K | 0.04% | 305 |
|
|
2019
Q2 | $156K | Sell |
2,458
-1,114
| -31% | -$70.7K | 0.05% | 260 |
|
|
2019
Q1 | $236K | Buy |
+3,572
| New | +$236K | 0.08% | 204 |
|