Joule 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 | $1.59M | Sell |
18,706
-11,164
| -37% | -$947K | 0.52% | 27 |
|
|
2025
Q1 | $2.79M | Buy |
29,870
+2,825
| +10% | +$264K | 0.98% | 17 |
|
|
2024
Q4 | $2.32M | Buy |
27,045
+9,468
| +54% | +$811K | 0.82% | 22 |
|
|
2024
Q3 | $1.54M | Buy |
17,577
+4,093
| +30% | +$359K | 0.56% | 25 |
|
|
2024
Q2 | $1.23M | Buy |
13,484
+221
| +2% | +$20.1K | 0.5% | 26 |
|
|
2024
Q1 | $1.25M | Buy |
13,263
+1,072
| +9% | +$101K | 0.52% | 26 |
|
|
2023
Q4 | $1.02M | Buy |
12,191
+528
| +5% | +$44.3K | 0.47% | 33 |
|
|
2023
Q3 | $1.05M | Buy |
11,663
+1,496
| +15% | +$135K | 0.54% | 25 |
|
|
2023
Q2 | $825K | Buy |
10,167
+5,228
| +106% | +$424K | 0.43% | 33 |
|
|
2023
Q1 | $409K | Buy |
4,939
+225
| +5% | +$18.6K | 0.22% | 53 |
|
|
2022
Q4 | $412K | Sell |
4,714
-3,707
| -44% | -$324K | 0.27% | 51 |
|
|
2022
Q3 | $606K | Buy |
+8,421
| New | +$606K | 0.45% | 39 |
|