HB 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 | $619K | Sell |
7,296
-7,117
| -49% | -$604K | ﹤0.01% | 657 |
|
|
2025
Q1 | $1.35M | Sell |
14,413
-47,247
| -77% | -$4.42M | 0.01% | 466 |
|
|
2024
Q4 | $5.28M | Buy |
61,660
+49,059
| +389% | +$4.2M | 0.05% | 157 |
|
|
2024
Q3 | $1.11M | Sell |
12,601
-189
| -1% | -$16.6K | 0.01% | 368 |
|
|
2024
Q2 | $1.17M | Buy |
12,790
+2,598
| +25% | +$237K | 0.01% | 338 |
|
|
2024
Q1 | $962K | Sell |
10,192
-1,207
| -11% | -$114K | 0.01% | 357 |
|
|
2023
Q4 | $956K | Buy |
11,399
+497
| +5% | +$41.7K | 0.01% | 327 |
|
|
2023
Q3 | $985K | Buy |
10,902
+755
| +7% | +$68.2K | 0.02% | 296 |
|
|
2023
Q2 | $824K | Buy |
10,147
+350
| +4% | +$28.4K | 0.01% | 322 |
|
|
2023
Q1 | $811K | Buy |
9,797
+462
| +5% | +$38.3K | 0.01% | 320 |
|
|
2022
Q4 | $817K | Buy |
9,335
+6,203
| +198% | +$543K | 0.01% | 311 |
|
|
2022
Q3 | $226K | Sell |
3,132
-24,158
| -89% | -$1.74M | ﹤0.01% | 513 |
|
|
2022
Q2 | $1.95M | Buy |
27,290
+24,256
| +799% | +$1.73M | 0.04% | 176 |
|
|
2022
Q1 | $232K | Buy |
+3,034
| New | +$232K | ﹤0.01% | 526 |
|