Insight Wealth Strategies’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,830
| Closed | -$321K | – | 182 |
|
|
2023
Q4 | $321K | Buy |
3,830
+33
| +0.9% | +$2.77K | 0.05% | 142 |
|
|
2023
Q3 | $343K | Buy |
3,797
+72
| +2% | +$6.51K | 0.07% | 130 |
|
|
2023
Q2 | $302K | Sell |
3,725
-36
| -1% | -$2.92K | 0.06% | 126 |
|
|
2023
Q1 | $311K | Buy |
3,761
+70
| +2% | +$5.8K | 0.06% | 122 |
|
|
2022
Q4 | $323K | Buy |
3,691
+111
| +3% | +$9.71K | 0.06% | 121 |
|
|
2022
Q3 | $256K | Hold |
3,580
| – | – | 0.05% | 131 |
|
|
2022
Q2 | $256K | Buy |
3,580
+9
| +0.3% | +$644 | 0.05% | 131 |
|
|
2022
Q1 | $273K | Buy |
+3,571
| New | +$273K | 0.04% | 142 |
|
|
2021
Q4 | – | Sell |
-12,468
| Closed | -$649K | – | 193 |
|
|
2021
Q3 | $649K | Buy |
12,468
+1,438
| +13% | +$74.9K | 0.09% | 133 |
|
|
2021
Q2 | $594K | Buy |
11,030
+1,849
| +20% | +$99.6K | 0.08% | 134 |
|
|
2021
Q1 | $450K | Buy |
+9,181
| New | +$450K | 0.06% | 149 |
|