MSH Capital Advisors’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 | $1.6M | Buy |
18,829
+1,012
| +6% | +$85.8K | 0.46% | 66 |
|
|
2025
Q1 | $1.66M | Buy |
17,817
+11,712
| +192% | +$1.09M | 0.51% | 60 |
|
|
2024
Q4 | $523K | Buy |
6,105
+2,794
| +84% | +$239K | 0.16% | 148 |
|
|
2024
Q3 | $291K | Sell |
3,311
-148
| -4% | -$13K | 0.09% | 197 |
|
|
2024
Q2 | $315K | Sell |
3,459
-263
| -7% | -$24K | 0.11% | 179 |
|
|
2024
Q1 | $351K | Buy |
3,722
+9
| +0.2% | +$850 | 0.12% | 163 |
|
|
2023
Q4 | $311K | Sell |
3,713
-2,572
| -41% | -$216K | 0.12% | 158 |
|
|
2023
Q3 | $568K | Sell |
6,285
-1,042
| -14% | -$94.2K | 0.22% | 112 |
|
|
2023
Q2 | $595K | Buy |
7,327
+835
| +13% | +$67.8K | 0.22% | 114 |
|
|
2023
Q1 | $538K | Sell |
6,492
-1,014
| -14% | -$84K | 0.23% | 110 |
|
|
2022
Q4 | $657K | Buy |
7,506
+329
| +5% | +$28.8K | 0.3% | 95 |
|
|
2022
Q3 | $517K | Buy |
7,177
+636
| +10% | +$45.8K | 0.25% | 100 |
|
|
2022
Q2 | $468K | Buy |
6,541
+456
| +7% | +$32.6K | 0.22% | 111 |
|
|
2022
Q1 | $465K | Buy |
+6,085
| New | +$465K | 0.19% | 119 |
|