Monument Capital Management’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 |
-3,685
| Closed | -$309K | – | 201 |
|
|
2023
Q4 | $309K | Sell |
3,685
-29
| -0.8% | -$2.43K | 0.1% | 144 |
|
|
2023
Q3 | $336K | Sell |
3,714
-13,010
| -78% | -$1.18M | 0.11% | 132 |
|
|
2023
Q2 | $1.36M | Sell |
16,724
-568
| -3% | -$46.1K | 0.43% | 66 |
|
|
2023
Q1 | $1.43M | Buy |
17,292
+243
| +1% | +$20.1K | 0.48% | 64 |
|
|
2022
Q4 | $1.49M | Sell |
17,049
-208
| -1% | -$18.2K | 0.51% | 61 |
|
|
2022
Q3 | $1.24M | Buy |
17,257
+3,654
| +27% | +$263K | 0.47% | 63 |
|
|
2022
Q2 | $973K | Sell |
13,603
-419
| -3% | -$30K | 0.37% | 70 |
|
|
2022
Q1 | $1.07M | Buy |
+14,022
| New | +$1.07M | 0.35% | 66 |
|