Hoey Investments’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 |
-145
| Closed | -$13.2K | – | 440 |
|
|
2024
Q3 | $13.2K | Hold |
145
| – | – | ﹤0.01% | 182 |
|
|
2024
Q2 | $13.2K | Hold |
145
| – | – | ﹤0.01% | 182 |
|
|
2024
Q1 | $13.7K | Hold |
145
| – | – | ﹤0.01% | 187 |
|
|
2023
Q4 | $12.2K | Hold |
145
| – | – | ﹤0.01% | 190 |
|
|
2023
Q3 | $13.1K | Buy |
+145
| New | +$13.1K | ﹤0.01% | 186 |
|
|
2023
Q2 | – | Sell |
-51
| Closed | -$4.19K | – | 363 |
|
|
2023
Q1 | $4.19K | Buy |
+51
| New | +$4.19K | ﹤0.01% | 253 |
|
|
2022
Q3 | – | Sell |
-500
| Closed | -$36K | – | 327 |
|
|
2022
Q2 | $36K | Hold |
500
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $38K | Hold |
500
| – | – | 0.01% | 106 |
|
|
2021
Q4 | $28K | Hold |
500
| – | – | 0.01% | 119 |
|
|
2021
Q3 | $26K | Hold |
500
| – | – | 0.01% | 124 |
|
|
2021
Q2 | $27K | Buy |
500
+457
| +1,063% | +$24.7K | 0.01% | 128 |
|
|
2021
Q1 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 215 |
|