Pacific Capital Wealth 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
Q1 | – | Sell |
-2,085
| Closed | -$179K | – | 394 |
|
|
2024
Q4 | $179K | Hold |
2,085
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $183K | Hold |
2,085
| – | – | 0.03% | 82 |
|
|
2024
Q2 | $190K | Buy |
2,085
+1,873
| +883% | +$171K | 0.03% | 74 |
|
|
2024
Q1 | $20K | Hold |
212
| – | – | ﹤0.01% | 190 |
|
|
2023
Q4 | $17.8K | Buy |
+212
| New | +$17.8K | ﹤0.01% | 200 |
|