Legacy Capital Wealth Partners’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 | $509K | Buy |
6,002
+105
| +2% | +$8.91K | 0.12% | 195 |
|
|
2025
Q1 | $551K | Buy |
5,897
+17
| +0.3% | +$1.59K | 0.14% | 163 |
|
|
2024
Q4 | $504K | Sell |
5,880
-3,167
| -35% | -$271K | 0.12% | 177 |
|
|
2024
Q3 | $794K | Buy |
9,047
+3,671
| +68% | +$322K | 0.16% | 127 |
|
|
2024
Q2 | $490K | Buy |
+5,376
| New | +$490K | 0.12% | 167 |
|
|
2024
Q1 | – | Sell |
-4,751
| Closed | -$398K | – | 352 |
|
|
2023
Q4 | $398K | Sell |
4,751
-2,275
| -32% | -$191K | 0.11% | 178 |
|
|
2023
Q3 | $635K | Sell |
7,026
-16,614
| -70% | -$1.5M | 0.17% | 120 |
|
|
2023
Q2 | $1.92M | Sell |
23,640
-40,100
| -63% | -$3.25M | 1.59% | 21 |
|
|
2023
Q1 | $5.28M | Sell |
63,740
-7,288
| -10% | -$604K | 1.44% | 20 |
|
|
2022
Q4 | $6.21M | Sell |
71,028
-1,921
| -3% | -$168K | 2.97% | 14 |
|
|
2022
Q3 | $5.25M | Sell |
72,949
-1,147
| -2% | -$82.6K | 2.79% | 14 |
|
|
2022
Q2 | $5.3M | Sell |
74,096
-3,170
| -4% | -$227K | 2.66% | 13 |
|
|
2022
Q1 | $5.91M | Buy |
+77,266
| New | +$5.91M | 2.54% | 16 |
|