Marion 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 | $1.62M | Buy |
19,113
+417
| +2% | +$35.4K | 0.41% | 57 |
|
|
2025
Q1 | $1.75M | Buy |
18,696
+896
| +5% | +$83.7K | 0.47% | 51 |
|
|
2024
Q4 | $1.52M | Buy |
17,800
+405
| +2% | +$34.7K | 0.4% | 56 |
|
|
2024
Q3 | $1.53M | Buy |
17,395
+1,089
| +7% | +$95.6K | 0.41% | 56 |
|
|
2024
Q2 | $1.49M | Buy |
16,306
+315
| +2% | +$28.7K | 0.44% | 51 |
|
|
2024
Q1 | $1.51M | Buy |
15,991
+5
| +0% | +$472 | 0.45% | 50 |
|
|
2023
Q4 | $1.34M | Buy |
15,986
+349
| +2% | +$29.3K | 0.43% | 54 |
|
|
2023
Q3 | $1.41M | Buy |
15,637
+105
| +0.7% | +$9.49K | 0.5% | 47 |
|
|
2023
Q2 | $1.26M | Buy |
15,532
+426
| +3% | +$34.6K | 0.45% | 46 |
|
|
2023
Q1 | $1.25M | Buy |
15,106
+1,130
| +8% | +$93.6K | 0.47% | 44 |
|
|
2022
Q4 | $1.22M | Buy |
13,976
+1,779
| +15% | +$156K | 0.52% | 45 |
|
|
2022
Q3 | $878K | Buy |
12,197
+1,103
| +10% | +$79.4K | 0.45% | 46 |
|
|
2022
Q2 | $793K | Sell |
11,094
-6,849
| -38% | -$490K | 0.42% | 50 |
|
|
2022
Q1 | $1.37M | Sell |
17,943
-1,257
| -7% | -$96.1K | 0.67% | 33 |
|
|
2021
Q4 | $1.07M | Buy |
+19,200
| New | +$1.07M | 0.51% | 48 |
|