Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-572
| Closed | -$47.9K | – | 268 |
|
|
2023
Q4 | $47.9K | Buy |
572
+4
| +0.7% | +$335 | 0.02% | 117 |
|
|
2023
Q3 | $51.4K | Buy |
568
+3
| +0.5% | +$271 | 0.03% | 107 |
|
|
2023
Q2 | $45.9K | Buy |
565
+382
| +209% | +$31K | 0.03% | 113 |
|
|
2023
Q1 | $15.2K | Hold |
183
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $16K | Hold |
183
| – | – | 0.01% | 141 |
|
|
2022
Q3 | $13K | Hold |
183
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $13K | Buy |
+183
| New | +$13K | 0.01% | 171 |
|