Owen LaRue’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 | – | Sell |
-13,464
| Closed | -$1.26M | – | 114 |
|
|
2025
Q1 | $1.26M | Buy |
13,464
+7,895
| +142% | +$738K | 0.63% | 41 |
|
|
2024
Q4 | $477K | Buy |
+5,569
| New | +$477K | 0.25% | 61 |
|
|
2024
Q2 | – | Sell |
-2,441
| Closed | -$230K | – | 97 |
|
|
2024
Q1 | $230K | Buy |
+2,441
| New | +$230K | 0.14% | 83 |
|
|
2023
Q4 | – | Sell |
-8,705
| Closed | -$787K | – | 85 |
|
|
2023
Q3 | $787K | Buy |
8,705
+5,773
| +197% | +$522K | 0.87% | 29 |
|
|
2023
Q2 | $239K | Buy |
+2,932
| New | +$239K | 0.25% | 66 |
|