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MONECO Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
23,101
+1,261
| +6% | +$107K | 0.18% | 121 |
|
|
2025
Q1 | $2.04M | Buy |
21,840
+3,276
| +18% | +$306K | 0.21% | 108 |
|
|
2024
Q4 | $1.59M | Sell |
18,564
-988
| -5% | -$84.6K | 0.17% | 129 |
|
|
2024
Q3 | $1.72M | Buy |
19,552
+3,080
| +19% | +$270K | 0.21% | 115 |
|
|
2024
Q2 | $1.5M | Buy |
16,472
+7,558
| +85% | +$689K | 0.22% | 112 |
|
|
2024
Q1 | $842K | Sell |
8,914
-43
| -0.5% | -$4.06K | 0.13% | 171 |
|
|
2023
Q4 | $751K | Sell |
8,957
-164
| -2% | -$13.8K | 0.14% | 169 |
|
|
2023
Q3 | $824K | Sell |
9,121
-573
| -6% | -$51.8K | 0.22% | 115 |
|
|
2023
Q2 | $787K | Buy |
9,694
+626
| +7% | +$50.8K | 0.21% | 119 |
|
|
2023
Q1 | $751K | Buy |
9,068
+866
| +11% | +$71.7K | 0.22% | 115 |
|
|
2022
Q4 | $717K | Buy |
8,202
+2,002
| +32% | +$175K | 0.26% | 98 |
|
|
2022
Q3 | $447K | Buy |
6,200
+1,620
| +35% | +$117K | 0.18% | 132 |
|
|
2022
Q2 | $328K | Buy |
+4,580
| New | +$328K | 0.13% | 171 |
|