Ogorek Anthony Joseph’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 | $30K | Buy |
362
+1
| +0.3% | +$83 | 0.01% | 212 |
|
2025
Q1 | $33K | Buy |
361
+138
| +62% | +$12.6K | 0.01% | 207 |
|
2024
Q4 | $19K | Hold |
223
| – | – | 0.01% | 187 |
|
2024
Q3 | $19K | Hold |
223
| – | – | 0.01% | 183 |
|
2024
Q2 | $20K | Hold |
223
| – | – | 0.01% | 166 |
|
2024
Q1 | $21K | Hold |
223
| – | – | 0.01% | 166 |
|
2023
Q4 | $18K | Hold |
223
| – | – | 0.01% | 178 |
|
2023
Q3 | $20K | Hold |
223
| – | – | 0.01% | 171 |
|
2023
Q2 | $18K | Hold |
223
| – | – | 0.01% | 169 |
|
2023
Q1 | $18K | Buy |
+223
| New | +$18K | 0.01% | 165 |
|
2019
Q4 | – | Sell |
-250
| Closed | -$14K | – | 219 |
|
2019
Q3 | $14K | Hold |
250
| – | – | 0.01% | 95 |
|
2019
Q2 | $15K | Hold |
250
| – | – | 0.01% | 90 |
|
2019
Q1 | $16K | Hold |
250
| – | – | 0.01% | 80 |
|
2018
Q4 | $14K | Hold |
250
| – | – | 0.01% | 81 |
|
2018
Q3 | $18K | Hold |
250
| – | – | 0.01% | 70 |
|
2018
Q2 | $18K | Hold |
250
| – | – | 0.01% | 62 |
|
2018
Q1 | $16K | Hold |
250
| – | – | 0.01% | 61 |
|
2017
Q4 | $18K | Hold |
250
| – | – | 0.01% | 40 |
|
2017
Q3 | $17K | Hold |
250
| – | – | 0.02% | 35 |
|
2017
Q2 | $16K | Hold |
250
| – | – | 0.01% | 36 |
|
2017
Q1 | $17K | Hold |
250
| – | – | 0.02% | 36 |
|
2016
Q4 | $17K | Hold |
250
| – | – | 0.01% | 44 |
|
2016
Q3 | $17K | Hold |
250
| – | – | 0.01% | 44 |
|
2016
Q2 | $17K | Hold |
250
| – | – | 0.02% | 48 |
|
2016
Q1 | $15K | Hold |
250
| – | – | 0.01% | 46 |
|
2015
Q4 | $15K | Buy |
+250
| New | +$15K | 0.01% | 50 |
|