Mirabella Financial Services’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
Q1 | – | Sell |
-62,700
| Closed | -$5.26M | – | 732 |
|
|
2023
Q4 | $5.26M | Buy |
62,700
+49,696
| +382% | +$4.17M | 0.7% | 40 |
|
|
2023
Q3 | $1.18M | Buy |
+13,004
| New | +$1.18M | 0.16% | 132 |
|
|
2023
Q2 | – | Sell |
-14,232
| Closed | -$1.18M | – | 675 |
|
|
2023
Q1 | $1.18M | Sell |
14,232
-159,850
| -92% | -$13.2M | 0.18% | 108 |
|
|
2022
Q4 | $15.2M | Buy |
+174,082
| New | +$15.2M | 1.36% | 7 |
|
|
2021
Q3 | – | Sell |
-56,040
| Closed | -$3.02M | – | 560 |
|
|
2021
Q2 | $3.02M | Buy |
+56,040
| New | +$3.02M | 0.54% | 61 |
|