Goodman Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,543
| Closed | -$1.8M | – | 191 |
|
|
2024
Q3 | $1.8M | Buy |
20,543
+15,227
| +286% | +$1.34M | 0.51% | 43 |
|
|
2024
Q2 | $485K | Buy |
+5,316
| New | +$485K | 0.14% | 62 |
|
|
2023
Q1 | – | Sell |
-2,171
| Closed | -$190K | – | 180 |
|
|
2022
Q4 | $190K | Sell |
2,171
-920
| -30% | -$80.5K | 0.11% | 46 |
|
|
2022
Q3 | $223K | Sell |
3,091
-128
| -4% | -$9.24K | 0.12% | 45 |
|
|
2022
Q2 | $230K | Buy |
+3,219
| New | +$230K | 0.1% | 44 |
|