MGO Private Wealth’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 | $1.96M | Buy |
23,144
+984
| +4% | +$83.5K | 1.26% | 18 |
|
|
2025
Q1 | $2.07M | Buy |
22,160
+717
| +3% | +$67K | 1.46% | 19 |
|
|
2024
Q4 | $1.84M | Buy |
21,443
+396
| +2% | +$33.9K | 1.31% | 18 |
|
|
2024
Q3 | $1.85M | Sell |
21,047
-2,598
| -11% | -$228K | 1.32% | 15 |
|
|
2024
Q2 | $2.16M | Buy |
23,645
+8,196
| +53% | +$747K | 1.35% | 18 |
|
|
2024
Q1 | $1.46M | Buy |
15,449
+1,228
| +9% | +$116K | 0.92% | 23 |
|
|
2023
Q4 | $1.19M | Buy |
14,221
+3,336
| +31% | +$280K | 0.82% | 28 |
|
|
2023
Q3 | $984K | Sell |
10,885
-1,502
| -12% | -$136K | 0.73% | 30 |
|
|
2023
Q2 | $1.01M | Buy |
12,387
+876
| +8% | +$71.1K | 0.76% | 28 |
|
|
2023
Q1 | $953K | Sell |
11,511
-3,740
| -25% | -$310K | 0.75% | 32 |
|
|
2022
Q4 | $1.33M | Sell |
15,251
-329
| -2% | -$28.8K | 0.61% | 38 |
|
|
2022
Q3 | $1.12M | Buy |
+15,580
| New | +$1.12M | 0.53% | 34 |
|