Omni 360 Wealth’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
Q1 | – | Sell |
-4,236
| Closed | -$363K | – | 167 |
|
|
2024
Q4 | $363K | Sell |
4,236
-792
| -16% | -$67.8K | 0.23% | 87 |
|
|
2024
Q3 | $441K | Buy |
5,028
+3
| +0.1% | +$263 | 0.29% | 76 |
|
|
2024
Q2 | $458K | Buy |
5,025
+99
| +2% | +$9.02K | 0.34% | 67 |
|
|
2024
Q1 | $465K | Buy |
4,926
+618
| +14% | +$58.3K | 0.38% | 63 |
|
|
2023
Q4 | $361K | Buy |
+4,308
| New | +$361K | 0.34% | 69 |
|