Janiczek Wealth Management’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $547 | Hold |
6
| – | – | ﹤0.01% | 996 |
|
|
2024
Q1 | $567 | Sell |
6
-166
| -97% | -$15.7K | ﹤0.01% | 995 |
|
|
2023
Q4 | $14.4K | Sell |
172
-265
| -61% | -$22.2K | ﹤0.01% | 602 |
|
|
2023
Q3 | $39.5K | Buy |
437
+395
| +940% | +$35.7K | 0.01% | 397 |
|
|
2023
Q2 | $3.41K | Hold |
42
| – | – | ﹤0.01% | 706 |
|
|
2023
Q1 | $3.66K | Sell |
42
-2
| -5% | -$174 | ﹤0.01% | 703 |
|
|
2022
Q4 | $3.95K | Buy |
44
+2
| +5% | +$180 | ﹤0.01% | 691 |
|
|
2022
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 738 |
|
|
2022
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 750 |
|
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 748 |
|
|
2021
Q4 | $2K | Hold |
42
| – | – | ﹤0.01% | 860 |
|
|
2021
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 837 |
|
|
2021
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 793 |
|