Mark Sheptoff Financial Planning’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
Q4 | – | Sell |
-222
| Closed | -$19.5K | – | 451 |
|
|
2024
Q3 | $19.5K | Sell |
222
-85
| -28% | -$7.46K | 0.01% | 247 |
|
|
2024
Q2 | $28K | Buy |
307
+137
| +81% | +$12.5K | 0.02% | 230 |
|
|
2024
Q1 | $16.1K | Hold |
170
| – | – | 0.01% | 256 |
|
|
2023
Q4 | $14.3K | Hold |
170
| – | – | 0.01% | 257 |
|
|
2023
Q3 | $15.4K | Hold |
170
| – | – | 0.01% | 234 |
|
|
2023
Q2 | $13.8K | Hold |
170
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $14.1K | Hold |
170
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $14.9K | Buy |
+170
| New | +$14.9K | 0.01% | 241 |
|
|
2016
Q1 | – | Sell |
-235
| Closed | -$14K | – | 404 |
|
|
2015
Q4 | $14K | Buy |
+235
| New | +$14K | 0.01% | 249 |
|