Intrua Financial’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 | $605K | Buy |
7,131
+56
| +0.8% | +$4.75K | 0.08% | 175 |
|
|
2025
Q1 | $661K | Buy |
7,075
+33
| +0.5% | +$3.08K | 0.1% | 151 |
|
|
2024
Q4 | $603K | Sell |
7,042
-582
| -8% | -$49.9K | 0.09% | 165 |
|
|
2024
Q3 | $669K | Sell |
7,624
-13,138
| -63% | -$1.15M | 0.1% | 171 |
|
|
2024
Q2 | $1.89M | Buy |
20,762
+4,253
| +26% | +$388K | 0.28% | 70 |
|
|
2024
Q1 | $1.56M | Buy |
16,509
+7,273
| +79% | +$687K | 0.22% | 96 |
|
|
2023
Q4 | $774K | Sell |
9,236
-949
| -9% | -$79.6K | 0.11% | 163 |
|
|
2023
Q3 | $921K | Buy |
10,185
+2
| +0% | +$181 | 0.16% | 126 |
|
|
2023
Q2 | $827K | Buy |
10,183
+41
| +0.4% | +$3.33K | 0.14% | 135 |
|
|
2023
Q1 | $796K | Sell |
10,142
-77,518
| -88% | -$6.09M | 0.17% | 128 |
|
|
2022
Q4 | $7.85M | Buy |
87,660
+71,301
| +436% | +$6.39M | 1.82% | 9 |
|
|
2022
Q3 | $1.18M | Sell |
16,359
-98,247
| -86% | -$7.07M | 0.31% | 72 |
|
|
2022
Q2 | $8.2M | Sell |
114,606
-23,571
| -17% | -$1.69M | 1.74% | 10 |
|
|
2022
Q1 | $10.6M | Sell |
138,177
-16,669
| -11% | -$1.27M | 1.89% | 10 |
|
|
2021
Q4 | $8.59M | Buy |
154,846
+19,137
| +14% | +$1.06M | 1.5% | 13 |
|
|
2021
Q3 | $7.8M | Buy |
+135,709
| New | +$7.8M | 1.44% | 13 |
|