Mirador Capital Partners’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 | $248K | Sell |
2,923
-98
| -3% | -$8.31K | 0.04% | 182 |
|
|
2025
Q1 | $282K | Sell |
3,021
-71,625
| -96% | -$6.69M | 0.05% | 167 |
|
|
2024
Q4 | $6.39M | Sell |
74,646
-310
| -0.4% | -$26.6K | 1.16% | 20 |
|
|
2024
Q3 | $6.58M | Buy |
74,956
+1,185
| +2% | +$104K | 1.18% | 19 |
|
|
2024
Q2 | $6.72M | Buy |
73,771
+1,995
| +3% | +$182K | 1.26% | 17 |
|
|
2024
Q1 | $6.78M | Buy |
71,776
+3,508
| +5% | +$331K | 1.29% | 16 |
|
|
2023
Q4 | $5.72M | Buy |
68,268
+1,026
| +2% | +$86K | 1.21% | 17 |
|
|
2023
Q3 | $6.08M | Buy |
67,242
+1,509
| +2% | +$136K | 1.38% | 15 |
|
|
2023
Q2 | $5.34M | Buy |
65,733
+33,704
| +105% | +$2.74M | 1.26% | 16 |
|
|
2023
Q1 | $2.65M | Sell |
32,029
-2,459
| -7% | -$204K | 0.63% | 45 |
|
|
2022
Q4 | $3.02M | Buy |
34,488
+701
| +2% | +$61.3K | 0.71% | 37 |
|
|
2022
Q3 | $2.43M | Buy |
33,787
+26,209
| +346% | +$1.89M | 0.59% | 43 |
|
|
2022
Q2 | $542K | Buy |
+7,578
| New | +$542K | 0.13% | 116 |
|
|
2018
Q4 | – | Sell |
-2,787
| Closed | -$211K | – | 155 |
|
|
2018
Q3 | $211K | Sell |
2,787
-6,118
| -69% | -$463K | 0.1% | 150 |
|
|
2018
Q2 | $676K | Buy |
8,905
+8
| +0.1% | +$607 | 0.37% | 68 |
|
|
2018
Q1 | $657K | Buy |
8,897
+6,069
| +215% | +$448K | 0.46% | 53 |
|
|
2017
Q4 | $204K | Buy |
+2,828
| New | +$204K | 0.11% | 138 |
|
|
2017
Q1 | – | Sell |
-16,297
| Closed | -$1.23M | – | 150 |
|
|
2016
Q4 | $1.23M | Sell |
16,297
-434
| -3% | -$32.7K | 0.98% | 33 |
|
|
2016
Q3 | $1.18M | Sell |
16,731
-131
| -0.8% | -$9.25K | 1.04% | 36 |
|
|
2016
Q2 | $1.13M | Sell |
16,862
-1,137
| -6% | -$76.2K | 1.13% | 36 |
|
|
2016
Q1 | $1.11M | Buy |
+17,999
| New | +$1.11M | 1.23% | 37 |
|