Money Concepts Capital’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 | $2.28M | Sell |
26,831
-103
| -0.4% | -$8.74K | 0.15% | 138 |
|
|
2025
Q1 | $2.52M | Buy |
26,934
+508
| +2% | +$47.5K | 0.19% | 128 |
|
|
2024
Q4 | $2.26M | Buy |
26,426
+1,298
| +5% | +$111K | 0.17% | 138 |
|
|
2024
Q3 | $2.21M | Buy |
25,128
+1,116
| +5% | +$98K | 0.17% | 132 |
|
|
2024
Q2 | $2.19M | Buy |
24,012
+758
| +3% | +$69.1K | 0.18% | 131 |
|
|
2024
Q1 | $2.2M | Buy |
23,254
+5,271
| +29% | +$498K | 0.2% | 135 |
|
|
2023
Q4 | $1.51M | Sell |
17,983
-2,138
| -11% | -$179K | 0.14% | 167 |
|
|
2023
Q3 | $1.82M | Buy |
20,121
+2,984
| +17% | +$270K | 0.19% | 135 |
|
|
2023
Q2 | $1.39M | Sell |
17,137
-130,431
| -88% | -$10.6M | 0.14% | 166 |
|
|
2023
Q1 | $1.45M | Buy |
147,568
+99,046
| +204% | +$973K | 0.08% | 173 |
|
|
2022
Q4 | $4.24M | Buy |
48,522
+46,375
| +2,160% | +$4.06M | 0.19% | 102 |
|
|
2022
Q3 | $155K | Sell |
2,147
-23,713
| -92% | -$1.71M | 0.01% | 474 |
|
|
2022
Q2 | $1.88M | Sell |
25,860
-11,183
| -30% | -$812K | 0.17% | 138 |
|
|
2022
Q1 | $2.83M | Buy |
37,043
+34,557
| +1,390% | +$2.64M | 0.16% | 145 |
|
|
2021
Q4 | $138K | Buy |
+2,486
| New | +$138K | 0.01% | 525 |
|
|
2021
Q1 | $1.64M | Sell |
33,421
-3,701
| -10% | -$182K | 0.13% | 164 |
|
|
2020
Q4 | $1.41M | Buy |
+37,122
| New | +$1.41M | 0.13% | 157 |
|