LifePro Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $872K | Sell |
9,937
-1,323
| -12% | -$116K | 0.53% | 54 |
|
2024
Q2 | $1.03M | Sell |
11,260
-573
| -5% | -$52.2K | 0.74% | 41 |
|
2024
Q1 | $1.12M | Buy |
11,833
+374
| +3% | +$35.3K | 0.74% | 43 |
|
2023
Q4 | $961K | Sell |
11,459
-213
| -2% | -$17.9K | 0.74% | 42 |
|
2023
Q3 | $1.06M | Buy |
11,672
+2,979
| +34% | +$269K | 0.87% | 32 |
|
2023
Q2 | $706K | Sell |
8,693
-1,021
| -11% | -$82.9K | 0.54% | 45 |
|
2023
Q1 | $850K | Hold |
9,714
| – | – | 0.62% | 36 |
|
2022
Q4 | $850K | Sell |
9,714
-91,454
| -90% | -$8M | 0.62% | 35 |
|
2022
Q3 | $7.29M | Buy |
101,168
+92,672
| +1,091% | +$6.67M | 4.19% | 4 |
|
2022
Q2 | $608K | Sell |
8,496
-292
| -3% | -$20.9K | 0.31% | 56 |
|
2022
Q1 | $672K | Buy |
8,788
+2,392
| +37% | +$183K | 0.24% | 57 |
|
2021
Q4 | $355K | Sell |
6,396
-11,758
| -65% | -$653K | 0.11% | 89 |
|
2021
Q3 | $946K | Buy |
18,154
+554
| +3% | +$28.9K | 0.29% | 35 |
|
2021
Q2 | $948K | Buy |
+17,600
| New | +$948K | 0.28% | 33 |
|