Moulton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Buy |
+7,882
| New | +$686K | 0.52% | 33 |
|
|
2025
Q1 | – | Sell |
-19,779
| Closed | -$1.69M | – | 48 |
|
|
2024
Q4 | $1.69M | Sell |
19,779
-786
| -4% | -$67.3K | 1.3% | 20 |
|
|
2024
Q3 | $1.92M | Sell |
20,565
-20,634
| -50% | -$1.92M | 1.6% | 16 |
|
|
2024
Q2 | $3.66M | Sell |
41,199
-691
| -2% | -$61.4K | 3.32% | 8 |
|
|
2024
Q1 | $3.95M | Buy |
+41,890
| New | +$3.95M | 4.15% | 5 |
|
|
2023
Q4 | – | Sell |
-23,627
| Closed | -$2.07M | – | 23 |
|
|
2023
Q3 | $2.07M | Buy |
+23,627
| New | +$2.07M | 3.04% | 4 |
|
|
2021
Q3 | – | Sell |
-102,105
| Closed | -$5.5M | – | 41 |
|
|
2021
Q2 | $5.5M | Sell |
102,105
-45,345
| -31% | -$2.44M | 4.02% | 9 |
|
|
2021
Q1 | $7.22M | Buy |
147,450
+36,819
| +33% | +$1.8M | 5.45% | 6 |
|
|
2020
Q4 | $4.65M | Buy |
+110,631
| New | +$4.65M | 3.75% | 13 |
|
|
2020
Q1 | – | Sell |
-111,604
| Closed | -$6.74M | – | 29 |
|
|
2019
Q4 | $6.74M | Buy |
+111,604
| New | +$6.74M | 5.57% | 7 |
|