Iron Horse Wealth Management’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 | $6.45K | Hold |
76
| – | – | ﹤0.01% | 344 |
|
|
2025
Q1 | $7.1K | Sell |
76
-145
| -66% | -$13.6K | ﹤0.01% | 313 |
|
|
2024
Q4 | $18.9K | Hold |
221
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $19.4K | Buy |
+221
| New | +$19.4K | 0.01% | 179 |
|
|
2024
Q1 | – | Sell |
-5
| Closed | -$429 | – | 521 |
|
|
2023
Q4 | $429 | Buy |
+5
| New | +$429 | ﹤0.01% | 458 |
|
|
2023
Q2 | – | Sell |
-36
| Closed | -$2.98K | – | 355 |
|
|
2023
Q1 | $2.98K | Hold |
36
| – | – | ﹤0.01% | 230 |
|
|
2022
Q4 | $3K | Buy |
36
+34
| +1,700% | +$2.83K | ﹤0.01% | 187 |
|
|
2022
Q3 | $0 | Sell |
2
-20
| -91% | – | ﹤0.01% | 301 |
|
|
2022
Q2 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 207 |
|