IFPG
Intrepid Financial Planning Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,540
| Closed | -$1.19M | – | 131 |
|
|
2024
Q3 | $1.19M | Sell |
13,540
-31,022
| -70% | -$2.72M | 0.51% | 45 |
|
|
2024
Q2 | $4.06M | Buy |
44,562
+455
| +1% | +$41.5K | 1.74% | 13 |
|
|
2024
Q1 | $4.16M | Sell |
44,107
-3,045
| -6% | -$287K | 1.8% | 12 |
|
|
2023
Q4 | $3.95M | Sell |
47,152
-1,833
| -4% | -$154K | 1.89% | 11 |
|
|
2023
Q3 | $4.43M | Sell |
48,985
-3,012
| -6% | -$272K | 2.29% | 10 |
|
|
2023
Q2 | $4.22M | Sell |
51,997
-2,926
| -5% | -$238K | 2.03% | 11 |
|
|
2023
Q1 | $4.55M | Buy |
54,923
+293
| +0.5% | +$24.3K | 2.3% | 9 |
|
|
2022
Q4 | $4.78M | Buy |
54,630
+1,661
| +3% | +$145K | 2.6% | 8 |
|
|
2022
Q3 | $3.82M | Buy |
52,969
+201
| +0.4% | +$14.5K | 2.17% | 12 |
|
|
2022
Q2 | $3.77M | Buy |
+52,768
| New | +$3.77M | 2.07% | 13 |
|