Lake Hills 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 | – | Sell |
-87,421
| Closed | -$8.17M | – | 66 |
|
|
2025
Q1 | $8.17M | Buy |
87,421
+11,159
| +15% | +$1.04M | 5.64% | 5 |
|
|
2024
Q4 | $6.53M | Buy |
76,262
+6,032
| +9% | +$517K | 4.46% | 5 |
|
|
2024
Q3 | $6.17M | Buy |
70,230
+5,127
| +8% | +$450K | 4.13% | 7 |
|
|
2024
Q2 | $5.93M | Buy |
65,103
+3,092
| +5% | +$282K | 4.26% | 7 |
|
|
2024
Q1 | $5.85M | Buy |
62,011
+32,379
| +109% | +$3.06M | 5.27% | 6 |
|
|
2023
Q4 | $2.48M | Buy |
29,632
+7,517
| +34% | +$630K | 2.49% | 15 |
|
|
2023
Q3 | $2M | Sell |
22,115
-181
| -0.8% | -$16.4K | 2.02% | 14 |
|
|
2023
Q2 | $1.81M | Buy |
+22,296
| New | +$1.81M | 1.97% | 19 |
|