Lindbrook Capital’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
Q1 | $1.11M | Buy |
11,833
+383
| +3% | +$35.8K | 0.1% | 118 |
|
2024
Q4 | $981K | Hold |
11,450
| – | – | 0.09% | 143 |
|
2024
Q3 | $1.01M | Hold |
11,450
| – | – | 0.09% | 147 |
|
2024
Q2 | $1.04M | Sell |
11,450
-5
| -0% | -$456 | 0.1% | 129 |
|
2024
Q1 | $1.08M | Hold |
11,455
| – | – | 0.1% | 125 |
|
2023
Q4 | $960K | Sell |
11,455
-26
| -0.2% | -$2.18K | 0.1% | 128 |
|
2023
Q3 | $1.04M | Sell |
11,481
-142
| -1% | -$12.8K | 0.12% | 103 |
|
2023
Q2 | $943K | Buy |
11,623
+5,278
| +83% | +$428K | 0.1% | 120 |
|
2023
Q1 | $526K | Sell |
6,345
-168
| -3% | -$13.9K | 0.06% | 163 |
|
2022
Q4 | $570K | Sell |
6,513
-404
| -6% | -$35.3K | 0.07% | 166 |
|
2022
Q3 | $498K | Sell |
6,917
-4,252
| -38% | -$306K | 0.08% | 141 |
|
2022
Q2 | $799K | Buy |
11,169
+5,398
| +94% | +$386K | 0.13% | 103 |
|
2022
Q1 | $441K | Buy |
5,771
+5,613
| +3,553% | +$429K | 0.07% | 174 |
|
2021
Q4 | $9K | Buy |
+158
| New | +$9K | ﹤0.01% | 1334 |
|