IDA
Intelligence Driven Advisers’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 |
-2,612
| Closed | -$218K | – | 108 |
|
|
2023
Q4 | $218K | Buy |
+2,612
| New | +$218K | 0.04% | 82 |
|
|
2023
Q2 | – | Sell |
-2,380
| Closed | -$205K | – | 110 |
|
|
2023
Q1 | $205K | Sell |
2,380
-1,693
| -42% | -$146K | 0.04% | 89 |
|
|
2022
Q4 | $357K | Sell |
4,073
-39,258
| -91% | -$3.44M | 0.07% | 68 |
|
|
2022
Q3 | $3.57M | Buy |
+43,331
| New | +$3.57M | 0.72% | 34 |
|
|
2022
Q2 | – | Sell |
-3,713
| Closed | -$287K | – | 102 |
|
|
2022
Q1 | $287K | Sell |
3,713
-190
| -5% | -$14.7K | 0.05% | 79 |
|
|
2021
Q4 | $255K | Buy |
+3,903
| New | +$255K | 0.05% | 78 |
|