IAG Wealth 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 | $37.4K | Hold |
441
| – | – | ﹤0.01% | 220 |
|
|
2025
Q1 | $41.2K | Sell |
441
-80
| -15% | -$7.48K | 0.01% | 212 |
|
|
2024
Q4 | $44.6K | Buy |
521
+212
| +69% | +$18.2K | 0.01% | 201 |
|
|
2024
Q3 | $27.1K | Sell |
309
-138
| -31% | -$12.1K | 0.01% | 245 |
|
|
2024
Q2 | $40.7K | Hold |
447
| – | – | 0.01% | 196 |
|
|
2024
Q1 | $42.2K | Sell |
447
-100
| -18% | -$9.44K | 0.01% | 180 |
|
|
2023
Q4 | $45.9K | Buy |
547
+400
| +272% | +$33.5K | 0.01% | 167 |
|
|
2023
Q3 | $13.3K | Hold |
147
| – | – | ﹤0.01% | 268 |
|
|
2023
Q2 | $11.9K | Buy |
147
+86
| +141% | +$6.98K | ﹤0.01% | 293 |
|
|
2023
Q1 | $5.05K | Sell |
61
-17
| -22% | -$1.41K | ﹤0.01% | 387 |
|
|
2022
Q4 | $6.82K | Buy |
78
+69
| +767% | +$6.04K | ﹤0.01% | 330 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 428 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $0 | Hold |
9
| – | – | ﹤0.01% | 436 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 386 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 366 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 364 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 414 |
|
|
2020
Q1 | – | Sell |
-60
| Closed | -$4K | – | 465 |
|
|
2019
Q4 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 332 |
|