O'Dell Group’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 |
-280
| Closed | -$23.5K | – | 493 |
|
|
2023
Q4 | $23.5K | Buy |
+280
| New | +$23.5K | 0.01% | 274 |
|
|
2023
Q3 | – | Sell |
-275
| Closed | -$22.3K | – | 500 |
|
|
2023
Q2 | $22.3K | Buy |
+275
| New | +$22.3K | 0.01% | 269 |
|
|
2022
Q4 | – | Sell |
-841
| Closed | -$61K | – | 416 |
|
|
2022
Q3 | $61K | Buy |
841
+273
| +48% | +$19.8K | 0.02% | 137 |
|
|
2022
Q2 | $41K | Buy |
568
+6
| +1% | +$433 | 0.01% | 169 |
|
|
2022
Q1 | $43K | Buy |
562
+5
| +0.9% | +$383 | 0.01% | 191 |
|
|
2021
Q4 | $31K | Buy |
557
+7
| +1% | +$390 | 0.01% | 204 |
|
|
2021
Q3 | $29K | Buy |
+550
| New | +$29K | 0.01% | 208 |
|