Independent Wealth Network’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 | $1.14M | Buy |
13,459
+663
| +5% | +$56.2K | 0.42% | 58 |
|
|
2025
Q1 | $1.2M | Buy |
12,796
+2,355
| +23% | +$220K | 0.48% | 52 |
|
|
2024
Q4 | $894K | Buy |
10,441
+917
| +10% | +$78.5K | 0.36% | 76 |
|
|
2024
Q3 | $836K | Sell |
9,524
-21,620
| -69% | -$1.9M | 0.37% | 70 |
|
|
2024
Q2 | $2.84M | Buy |
31,144
+977
| +3% | +$89.1K | 1.32% | 16 |
|
|
2024
Q1 | $2.85M | Buy |
30,167
+51
| +0.2% | +$4.82K | 1.33% | 15 |
|
|
2023
Q4 | $2.52M | Buy |
30,116
+5,600
| +23% | +$470K | 1.33% | 15 |
|
|
2023
Q3 | $2.22M | Buy |
24,516
+3,232
| +15% | +$292K | 1.36% | 15 |
|
|
2023
Q2 | $1.73M | Buy |
21,284
+8,772
| +70% | +$712K | 1.04% | 18 |
|
|
2023
Q1 | $1.04M | Buy |
12,512
+5,675
| +83% | +$470K | 0.66% | 33 |
|
|
2022
Q4 | $598K | Buy |
6,837
+2,251
| +49% | +$197K | 0.41% | 56 |
|
|
2022
Q3 | $330K | Sell |
4,586
-1,677
| -27% | -$121K | 0.26% | 109 |
|
|
2022
Q2 | $448K | Sell |
6,263
-134
| -2% | -$9.59K | 0.32% | 76 |
|
|
2022
Q1 | $489K | Buy |
6,397
+2,062
| +48% | +$158K | 0.31% | 89 |
|
|
2021
Q4 | $241K | Buy |
+4,335
| New | +$241K | 0.15% | 171 |
|