Imprint Wealth’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
Q1 | $715K | Buy |
7,522
+3,401
| +83% | +$323K | 0.17% | 119 |
|
|
2023
Q4 | $346K | Sell |
4,121
-418
| -9% | -$35K | 0.28% | 109 |
|
|
2023
Q3 | $410K | Buy |
4,539
+1,851
| +69% | +$167K | 0.35% | 87 |
|
|
2023
Q2 | $219K | Sell |
2,688
-1,567
| -37% | -$128K | 0.14% | 161 |
|
|
2023
Q1 | $351K | Buy |
+4,255
| New | +$351K | 0.23% | 117 |
|