Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,802
| Closed | -$227K | – | 230 |
|
|
2023
Q2 | $227K | Hold |
2,802
| – | – | 0.06% | 199 |
|
|
2023
Q1 | $232K | Hold |
2,802
| – | – | 0.07% | 190 |
|
|
2022
Q4 | $245K | Hold |
2,802
| – | – | 0.07% | 187 |
|
|
2022
Q3 | $202K | Sell |
2,802
-222
| -7% | -$16K | 0.07% | 204 |
|
|
2022
Q2 | $216K | Sell |
3,024
-76
| -2% | -$5.44K | 0.07% | 201 |
|
|
2022
Q1 | $237K | Buy |
+3,100
| New | +$237K | 0.06% | 195 |
|